10+ Years · Jackson
Experienced Financial Advisors in Jackson, TN
Experience matters. These financial advisors in Jackson have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Jackson, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is OBryant & Associates, Inc. with a 5.0-star rating from 27 Google reviews and an RNM Score of 76/100. Also in the top tier: Portfolio Recovery Associates, LLC and Everett Wealth Management-Jackson. The average rating across all listed financial advisors in Jackson is 4.6 stars from 18 reviews per business on average.
Financial advisors in Jackson typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Jackson, Tennessee is home to a variety of financial advisor services to help individuals and businesses with investment planning, retirement strategies, and wealth management. When searching for a local financial advisor, consumers should consider their qualifications, areas of expertise, and approach to client services.
- ✓Financial advisors in Jackson offer investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's credentials, such as CFP® or ChFC® designations, to ensure they have the appropriate expertise
- ✓Local financial advisory firms may specialize in areas like portfolio recovery, investment management, or comprehensive financial planning
Best Overall
OBryant & Associates, Inc.
This firm consistently ranks at the top in Jackson, TN, indicating strong client satisfaction and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Greg Griffin, AAMS®
A high number of reviews often reflects a large, established client base and provides a broader sample of client experiences.
When choosing a financial advisor in Jackson, verify their credentials and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your personal financial goals.
How to Choose a Financial Advisor in Jackson
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Jackson, TN area
- • Fee-only or fee-based compensation structure (rather than commission-based)
- • Specialization or expertise in areas relevant to your financial goals
Questions to ask
- • What is your educational and professional background?
- • How long have you been advising clients in the Jackson, TN market?
- • What is your investment philosophy and approach to managing client portfolios?
Red flags
- ⚠ Unwillingness to provide clear information about fees and costs
- ⚠ Lack of transparency about potential conflicts of interest
- ⚠ Aggressive sales tactics or pressure to make quick decisions
In Tennessee, financial advisors are required to hold appropriate licenses and registrations, such as a Registered Investment Advisor (RIA) or Securities Industry Essentials (SIE) certification. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.6★
Avg rating
18
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Serving Jackson, TN, this advisor has mixed reviews (3.4★) from over 200 clients.
4829 US-45, Jackson, TN 38305, USAFinancial Advisors Rankings in Jackson, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | OBryant & Associates, Inc.1030 Greystone Square, Jackson, TN 38305, USA | 5.0★ | 27 |
| #2 | Portfolio Recovery Associates, LLC4829 US-45, Jackson, TN 38305, USA | 3.4★ | 203 |
| #3 | Everett Wealth Management-Jackson503 W Church Ave, Medina, TN 38355, USA | 5.0★ | 7 |
| #4 | Southern Capital Advisors3801 N Highland Ave, Jackson, TN 38305, USA | 5.0★ | 3 |
| #5 | Edward Jones - Financial Advisor: Greg Griffin, AAMS®96 W University Pkwy E, Jackson, TN 38305, USA | 5.0★ | 1 |
| #6 | Voya Financial24 Old Hickory Cove, Jackson, TN 38305, USA | 3.1★ | 8 |
| #7 | Grounded Financial Planning3008 Greystone Square, Jackson, TN 38305, USA | 5.0★ | 2 |
| #8 | Hellmer Wealth Management802 Cooper Anderson Rd, Jackson, TN 38305, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Jeremy T Mikkelsen, ChFC®|AAMS®2046 S Highland Ave Ste A, Jackson, TN 38301, USA | 5.0★ | 2 |
| #10 | Prince Wealth Management of Raymond James1381 Union University Dr, Jackson, TN 38305, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Jackson
96 W University Pkwy E, Jackson, TN 38305, USA
3008 Greystone Square, Jackson, TN 38305, USA
2046 S Highland Ave Ste A, Jackson, TN 38301, USA
1381 Union University Dr, Jackson, TN 38305, USA
935 Old Humboldt Rd # C, Jackson, TN 38305, USA
2817C N Highland Ave, Jackson, TN 38305, USA
250 North Pkwy Ste 27, Jackson, TN 38305, USA
1381 Union University Dr, Jackson, TN 38305, USA
2802 N Highland Ave STE B, Jackson, TN 38305, USA
1382 Union University Dr, Jackson, TN 38305, USA
28 Old Hickory Cove, Jackson, TN 38305, USA
802 Cooper Anderson Rd, Jackson, TN 38305, USA
2772 N Highland Ave, Jackson, TN 38305, USA
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Financial Advisors in Jackson, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | OBryant & Associates, Inc. | 76/100 | 5.0 ★ | 27 |
| 2 | Portfolio Recovery Associates, LLC | 60/100 | 3.4 ★ | 203 |
| 3 | Everett Wealth Management-Jackson | 70/100 | 5.0 ★ | 7 |
| 4 | Southern Capital Advisors | 66/100 | 5.0 ★ | 3 |
| 5 | Edward Jones - Financial Advisor: Greg Griffin, AAMS® | 62/100 | 5.0 ★ | 1 |
| 6 | Voya Financial | 38/100 | 3.1 ★ | 8 |
| 7 | Grounded Financial Planning | 64/100 | 5.0 ★ | 2 |
| 8 | Hellmer Wealth Management | 62/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Jeremy T Mikkelsen, ChFC®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 10 | Prince Wealth Management of Raymond James | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Jackson
What is a fiduciary financial advisor and why does it matter in Jackson?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Jackson, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Jackson?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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