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Financial Advisors in Jackson, MS: 2026 rankings

37 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Jackson: Jared Ladon Nelson: Primerica - Financial Services, RFA Score 73/100; 5.0★ from 43 Google reviews.

  2. 17

    Most-reviewed: American Consumer Credit Counseling, Inc., 914 Google reviews at 5.0★, the most of 37 ranked; ranked #17.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

37 Jackson financial advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 37 rated firms.

Top 10 financial advisors in Jackson at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Jackson at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Jared Ladon Nelson: Primerica - Financial Services735.0★ (43)JacksonTop score
2Leaving A Legacy LLC715.0★ (14)Jackson—
3Mascagni Wealth Management705.0★ (37)Clinton, 9 mi away—
4John Sanders: Primerica - Financial Services705.0★ (11)Jackson—
5ASB Financial Services705.0★ (16)Clinton, 4 mi away—
6Edward Jones - Financial Advisor: Justin Morris, CFP®695.0★ (23)Clinton, 8 mi away—
7Rivertree Financial Planning694.4★ (10)Jackson—
8Michael Cordell Weaver: Primerica - Financial Services694.9★ (15)Pearl, 6 mi away—
9Summit Wealth Group695.0★ (20)Ridgeland, 9 mi away—
10Elevated Retirement Financial Services695.0★ (26)Madison, 12 mi away—

All 37 financial advisors in Jackson, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Leaving A Legacy LLC

    Based in Jackson

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 1 PM–6 PM · Sat–Sun closed
    Address
    4780 I-55 Ste 116, Jackson, MS 39211
    View profile for Leaving A Legacy LLC(601) 586-7452

  5. #5 ASB Financial Services

    Based in Clinton, 4 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    2506 Lakeland Dr Ste. 505, Flowood, MS 39232
    View profile for ASB Financial Services(601) 372-4433

  9. #9 Summit Wealth Group

    Based in Ridgeland, 9 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    271 Trace Colony Park Dr Ste B, Ridgeland, MS 39157
    View profile for Summit Wealth Group(601) 856-7975

  11. #11 The Thigpen Group

    Based in Ridgeland, 10 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1020 Highland Colony Pkwy #406, Ridgeland, MS 39157
    View profile for The Thigpen Group(601) 713-8328

  12. #12 Bankers Life

    Based in Jackson

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1080 River Oaks Dr Ste B206, Flowood, MS 39232
    View profile for Bankers Life(601) 664-0100

  19. #19 Community Bank

    Based in Brandon, 10 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.4★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 19 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1255 W Government St, Brandon, MS 39042
    View profile for Community Bank(601) 825-4323

  20. #20 Community Bank

    Based in Jackson

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1665 Lakeland Dr, Jackson, MS 39216
    View profile for Community Bank(601) 321-1530

  21. #21 Atlantis Wealth

    Based in Ridgeland, 10 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1000 Highland Colony Pkwy #5203, Ridgeland, MS 39157
    View profile for Atlantis Wealth(601) 427-9399

  22. #22 Citizens National Bank - Madison Banking Centre

    Based in Madison, 12 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.4★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 25 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    Banking Centre, 114 Grandview Blvd, Madison, MS 39110
    View profile for Citizens National Bank - Madison Banking Centre(601) 607-7171

  23. #23 PriorityOne Bank

    Based in Brandon, 10 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1400 W Government St, Brandon, MS 39043
    View profile for PriorityOne Bank(601) 825-0141

  24. #24 Charles Schwab

    Based in Ridgeland, 8 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    800 Woodlands Pkwy #101, Ridgeland, MS 39157
    View profile for Charles Schwab(601) 206-8100

All 37 financial advisors

#1 to #25 are shown in full above. Here are #26 to #37, in RFA Score order; each links to its profile.

financial advisors in Jackson, ranks 26 to 37
RankBusinessRFA ScoreGoogle ratingDistance
26WealthPartners665.0★ (4)9 mi
27Wells Fargo Advisors655.0★ (3)10 mi
28Northwestern Mutual - Madison654.0★ (7)12 mi
29Rice Wealth Advisors of Raymond James655.0★ (3)10 mi
30Lawrence Eugene Lindsay Jr: Primerica - Financial Services655.0★ (3)11 mi
31Community Bank653.5★ (8)12 mi
32Morgan Stanley Financial Advisors642.8★ (9)10 mi
33AWARE Consulting Firm LLC615.0★ (3)25 mi
34Smith Rouchon & Associates611.7★ (43)In Jackson
35KWEST TAX SERVICE615.0★ (22)3 mi
36Republic Finance583.9★ (21)5 mi
37Republic Finance563.9★ (11)8 mi

Also serving Jackson

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Jackson
BusinessGoogle ratingDistance
Ballew Wealth Management3.0★ (2)In Jackson
Breland Financial Group LLC5.0★ (1)In Jackson
Comer Capital Group5.0★ (1)In Jackson
Community Home Financial Services3.0★ (1)In Jackson
Darryl Smith: Primerica - Financial Services5.0★ (2)In Jackson
Jackson, MS Branch Office - UBS Financial Services Inc.5.0★ (1)In Jackson
Jacobs Family Investments4.0★ (1)In Jackson
Jamas Capital ManagementIn Jackson
LeFleur Financial5.0★ (1)In Jackson
Lori Ann Moncure: Primerica - Financial Services5.0★ (2)In Jackson
MAG CAP5.0★ (1)In Jackson
Marlon Echols: Primerica - Financial Services3.0★ (1)In Jackson
Minor Investment Advisors5.0★ (1)In Jackson
Northwestern Mutual4.0★ (1)In Jackson
Royal Alliance Associates5.0★ (1)In Jackson
Select Realty & Management Company, LLC5.0★ (1)In Jackson
Seven Oaks Advisory Group - Ameriprise Financial Services, LLC5.0★ (1)In Jackson
U.S. Small Business Administration - Mississippi District5.0★ (2)In Jackson
Valorie Gaston-albright: Primerica - Financial Services5.0★ (2)In Jackson
Wells Fargo Advisors1.0★ (1)In Jackson

How we ranked Jackson financial advisors

We scored 37 Jackson financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Jackson data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Jackson: frequently asked questions

Which financial advisor has the highest RFA Score in Jackson?

By RFA Score, the highest-ranked financial advisor in Jackson, MS is Jared Ladon Nelson: Primerica - Financial Services with an RFA Score of 73/100. It has 5.0★ from 43 Google reviews. Leaving A Legacy LLC (#2) and Mascagni Wealth Management (#3) follow. We ranked 37 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Jackson?

RankedFinancialAdvisors ranks 37 financial advisors serving Jackson, MS. 10 of them are based in Jackson; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Jackson work on weekends?

3 of 37 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are American Consumer Credit Counseling, Inc. (#17) and Citizens National Bank - Madison Banking Centre (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Jackson financial advisors have?

The median Google rating among 37 rated financial advisors in Jackson is 5.0★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 914 reviews, and ranks #17. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Jackson count in this ranking?

Yes, if they are within 25 mi of the Jackson city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Jackson ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Jackson a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Jackson

  1. November 2026: RFA Scores recalculated for 37 financial advisors serving Jackson.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Jackson pages