Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Jackson, TN

Every SEC-registered financial advisor at a firm office in Jackson who lists the Chartered Financial Consultant designation, A to Z.

5 ChFC holders work in Jackson; the most are at Edward Jones (2). 5 are also registered broker representatives.

ChFC advisors in Jackson, A to Z

Every advisor in Jackson →
  • Alan BrownState Farm Investment Management Corp. · Chartered Financial Consultant
  • Wesley R. BrownEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Wesley M. HarrisState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeremy T. MikkelsenEdward Jones · Chartered Financial Consultant
  • Jason P. SchultzMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Jackson

Edward Jones 2State Farm Investment Management Corp. 2MML Investors Services, LLC 1

ChFC advisors in other Tennessee cities

All of Tennessee →

Knoxville 29Franklin 27Brentwood 23Nashville 20Memphis 19Murfreesboro 12Chattanooga 8Clarksville 7Collierville 6Johnson City 6Germantown 5Gallatin 4Hendersonville 3Spring Hill 3

Questions

How many ChFC financial advisors are in Jackson, TN?

5 SEC-registered investment adviser representatives at firm offices in Jackson, Tennessee list the ChFC designation; Edward Jones employs the most of them (2).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Jackson?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.