About Us
About David Jackson
Dave has been serving clients in the financial-services arena since joining KeyCorp (then Society National Bank) in 1995 as a Retail Management Associate. Dave held various positions to include Relationship Manager, Branch Sales Manager and Assistant Vice President in KeyPrivate Bank. In 2001, Dave decided to pursue his dreams of becoming a Financial Advisor at then FirstMerit Bank, Twinsburg Territory. Though the years Dave developed his Advisory skills and was promoted to Vice President and Sr. Financial Advisor. During his tenure, Dave had the opportunity to help mentor and develop other “Junior” Advisors and Licensed Personal Bankers.
In February 2017, Dave decided to form David A. Jackson and Associates, LLC, an Independent financial services firm with the goal of helping clients achieve their financial goals on their own terms and with advice catered to them and their specific needs. As an Independent Advisor, nothing comes between the client and the advisor. It’s all about Integrity and independence.
Dave has partnered with Cambridge Investment Research, an Independent Broker-Dealer. Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with more than 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of investing clients across the United States as of june 30th, 2017. As an industry leader, we strive to create a workplace that reflects our four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows our associates to thrive and enjoy our mutual success. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine; and was ranked 10th in the ‘2016 FP50 IBD Revenue Growth’ by Financial Planning magazine. Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2016, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register.
(Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep/advisors. Visit advisorone.com. )
Dave is a graduate of Baldwin-Wallace College, holds the FINRA Series 7 and 66 Licenses, has both the Ohio and PA Life, Health and Annuity Insurance License and has the professional designation of ParaPlanner from the College of Financial Planning, Denver, CO. Dave has been married to his wife of 25 years and has two adult children and a grandchild.
About Tony Parish
I started my financial services career in 1996 as a Mortgage Loan Officer in Columbus, Ohio with Chase Manhattan Bank. I was there for 5 years and then moved onto Huntington Mortgage Corporation where I was a Sr. Loan Officer for 7 years. I learned a lot in the mortgage business on how to analyze a client's financials to position them for the best possible mortgage solution.
In 2008 I moved to the Cleveland area and accepted a job with First Merit Bank as their lead Personal Banker at the Hudson office. I partnered with David Jackson who was the Sr. Financial Adviser that covered the branch. Dave and I teamed up for 5 years in identifying bank clients that could benefit from Dave's 15 plus years of professional investment experience investment. I obtained my Ohio Life Insurance license in 2010 and in 2011 my Series 6 investment and variable license.
In 2012 I began working directly under David Jackson as his licensed assistant. Together as a team we were able to assist all of our clients in achieving their investment goals. We take great pride in providing honest investment solutions that best meets the needs of the client and not the adviser. In February of 2017 Dave asked me to follow him into his new venture into the independent investment channel. We continue to put our client's investment goals first.