Real Reviews · Jackson

Top-Reviewed Financial Advisors in Jackson, TN

What are customers actually saying? Read verified reviews for financial advisors in Jackson — every rating is from a real customer.

As of July 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 Portfolio Recovery Associates, LLC with a 3.4-star rating from 203 Google reviews and an RNM Score of 60/100. Also in the top tier: OBryant & Associates, Inc. and The McDonald Group, Inc.. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

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.

Filter:

Local Market Snapshot

20

Businesses listed

4.6★

Avg rating

18

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

3.4(203 reviews)

Serving Jackson, TN, this advisor has mixed reviews (3.4★) from over 200 clients.

4829 US-45, Jackson, TN 38305, USA
5.0(27 reviews)

Top-rated Jackson financial advisor with a perfect 5.0 star rating from 27 reviews.

1030 Greystone Square, Jackson, TN 38305, USA
4.6(11 reviews)

4.6 stars from 11 Google reviews, reflecting strong local client satisfaction.

3021 US-45 BYP STE 104, Jackson, TN 38305, USA

Financial Advisors Rankings in Jackson, TN

#BusinessRatingReviews
#1Portfolio Recovery Associates, LLC4829 US-45, Jackson, TN 38305, USA3.4203
#2OBryant & Associates, Inc.1030 Greystone Square, Jackson, TN 38305, USA5.027
#3The McDonald Group, Inc.3021 US-45 BYP STE 104, Jackson, TN 38305, USA4.611
#4Hellmer Wealth Management802 Cooper Anderson Rd, Jackson, TN 38305, USA5.01
#5Stonebridge Investment Advisors, LLC2802 N Highland Ave STE B, Jackson, TN 38305, USA
#6Prince Wealth Management of Raymond James1381 Union University Dr, Jackson, TN 38305, USA5.01
#7Voya Financial24 Old Hickory Cove, Jackson, TN 38305, USA3.18
#8Southern Capital Advisors3801 N Highland Ave, Jackson, TN 38305, USA5.03
#9Edward Jones - Financial Advisor: Jeremy T Mikkelsen, ChFC®|AAMS®2046 S Highland Ave Ste A, Jackson, TN 38301, USA5.02
#10Edward Jones - Financial Advisor: Kody Alexander, CFP®|AAMS®935 Old Humboldt Rd # C, Jackson, TN 38305, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Jackson

4
5.0· 1 reviews

5.0-star rating from one Google review, reflecting exceptional client satisfaction.

802 Cooper Anderson Rd, Jackson, TN 38305, USA

5
· 0 reviews

A Jackson, TN financial advisor with no customer reviews yet; ratings are pending.

2802 N Highland Ave STE B, Jackson, TN 38305, USA

6
5.0· 1 reviews

5.0 stars from a handful of Google reviews in Jackson, TN.

1381 Union University Dr, Jackson, TN 38305, USA

7
3.1· 8 reviews

8 Google reviews give this Jackson, TN financial advisor a 3.1-star rating.

24 Old Hickory Cove, Jackson, TN 38305, USA

8
5.0· 3 reviews

Trusted financial advisor with a perfect 5.0 rating from 3 Google reviews.

3801 N Highland Ave, Jackson, TN 38305, USA

9
5.0· 2 reviews

Rated 5.0 stars from two Google reviews for financial guidance in Jackson.

2046 S Highland Ave Ste A, Jackson, TN 38301, USA

10
5.0· 2 reviews

5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.

935 Old Humboldt Rd # C, Jackson, TN 38305, USA

11
5.0· 1 reviews

Rated 5.0 stars from one Google review, this Jackson financial advisor earns perfect client feedback.

1381 Union University Dr, Jackson, TN 38305, USA

12
5.0· 1 reviews

5.0 stars from a customer highlights exceptional local financial advice.

2817C N Highland Ave, Jackson, TN 38305, USA

13
· 0 reviews

Jackson, TN financial advisor with no online reviews yet, offering a fresh start for new clients.

250 North Pkwy Ste 27, Jackson, TN 38305, USA

14
5.0· 7 reviews

5.0-star rating from 7 reviews for a Jackson, TN financial advisor.

503 W Church Ave, Medina, TN 38355, USA

15
2.7· 3 reviews

A Jackson, TN financial advisor with a 2.7-star rating based on three reviews.

1382 Union University Dr, Jackson, TN 38305, USA

16
· 0 reviews

A local financial advisor in Jackson, TN with no customer reviews yet.

28 Old Hickory Cove, Jackson, TN 38305, USA

17
· 0 reviews

This financial advisor in Jackson, TN has no customer reviews yet on Google.

802 Cooper Anderson Rd, Jackson, TN 38305, USA

18
5.0· 2 reviews

5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.

3008 Greystone Square, Jackson, TN 38305, USA

19
5.0· 1 reviews

5.0-star rating from one client review in Jackson, TN.

96 W University Pkwy E, Jackson, TN 38305, USA

20
· 0 reviews

This financial advisor in Jackson, TN has not yet received any Google reviews.

2772 N Highland Ave, Jackson, TN 38305, USA

Data from Google Business listings
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Financial Advisors in Jackson, TN — Compared

#BusinessRNM ScoreRatingReviews
1Portfolio Recovery Associates, LLC60/1003.4 ★203
2OBryant & Associates, Inc.76/1005.0 ★27
3The McDonald Group, Inc.65/1004.6 ★11
4Hellmer Wealth Management62/1005.0 ★1
5Stonebridge Investment Advisors, LLC3/1000
6Prince Wealth Management of Raymond James62/1005.0 ★1
7Voya Financial38/1003.1 ★8
8Southern Capital Advisors66/1005.0 ★3
9Edward Jones - Financial Advisor: Jeremy T Mikkelsen, ChFC®|AAMS®64/1005.0 ★2
10Edward Jones - Financial Advisor: Kody Alexander, CFP®|AAMS®64/1005.0 ★2

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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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: July 4, 2026.

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About This Financial Advisors Directory — Jackson, TN

This page lists and ranks 20 financial advisors serving Jackson, TN as of July 2026. The average verified rating across all listings is 4.6 stars, with an average of 18 customer reviews per business. The top-ranked financial advisors in Jackson by our algorithm is Portfolio Recovery Associates, LLC (3.4 stars, 203 reviews). Financial advisors in Jackson typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Jackson: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TN licensing board before hiring.

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