UBS Financial Services
47yrs
Top 1% by experience in Atlanta
5yrs
Stephanie E Jackson
Financial advisor at Focus Partners Wealth
Stephanie E Jackson is a fiduciary financial advisor in Atlanta, Georgia, with 5 years in the industry. After a year at Buckingham Strategic Wealth, Stephanie joined Focus Partners Wealth in 2024, a firm offering financial planning, investment management, and private fund management. Stephanie holds the CFP® designation.
One of 4533 advisors with offices in Atlanta, and one of 4078 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office3535 Piedmont Road NE Building 14-500, Atlanta, GA 30305
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- May 2024 – Nov 2024Buckingham Strategic Wealth, LLCPreviously
Questions to ask Stephanie
Tailored to Stephanie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephanie
How do I contact Stephanie?
Call Focus Partners Wealth at (314) 725-0455 and ask for Stephanie E Jackson. Stephanie works from the Atlanta, GA office.
How long has Stephanie been a financial advisor?
Stephanie has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Stephanie hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephanie a fiduciary?
Stephanie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephanie paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Stephanie for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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