Robert Jackson, CFP®, CIMA®, CAIA, AIF®

Investment Management Solutions Manager Senior Advisor

Rob Jackson is the senior advisor of platform consulting at 1st Global, where he is responsible for the ongoing growth and development of the Investment Management Solutions (IMS) and Retirement Management Solutions (RMS) platforms. He has been with the company since 2004, and in his role, he helps to ensure the platforms are in line relative to advisor needs and the competitive landscape, and he also serves as a platform subject-matter expert, providing advisors and internal staff members with education and training on investment management and platform-related topics.

Rob received his Bachelor of Business Administration degree in marketing from the University of North Texas and his Master of Business Administration degree in finance from the University of Dallas. He has a passion for helping people achieve their goals, which gave him the desire to enter the financial services industry so that he could channel that drive to creating a lasting impact on those seeking to obtain their financial objectives. He enjoys being able to provide the necessary tools and resources for clients to reach their investment-related goals and assisting advisors and staff members be better to those individuals they serve on a daily basis. He has passed his FINRA Series 7, 24, 63 and 66 exams as well as his Texas Life and Health Insurance exam.

Investment Management Consultants Association is the owner of the certification mark, “CIMA®,” the service marks “Certified Investment Management Analyst℠,” Investment Management Consultants Association℠,” and “IMCA®.” Use of CIMA® or Certified Investment Management Analyst℠ signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

​Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA® and Chartered Financial Analysts® are registered trademarks owned by CFA Institute.