Hello I am Ken Jackson and have been helping individuals and small businesses reach their financial goals since 1979, when moving to Houston with my wife, Barbara, and starting an accounting and tax business. After years of successfully helping over 350 clients with taxes and bookkeeping services, I obtained my securities and insurance licenses in 1996 and 1997 to provide a "one-stop shop" for clients. Later that year, I sold my practice to an expanding nationwide firm, and stayed with the company in a managerial role until 2000, as it grew to become the eighth largest accounting firm in the United States.
Since then, I have become a Retirement Planning Specialist and Financial Consultant, joining AXA Advisors in 2001 and later joining forces with Mike Fitzgerald and Fitzgerald Wealth Management in 2010, where I continue to help individuals and small businesses work toward their financial goals. My specialty areas are asset accumulation, retirement goal planning, wealth preservation, and efficiently transferring assets to future generations.
I enjoy playing golf and have been a member of Willow Fork Country Club in Katy since the club opened in 1990. I have been active in tabulating for the Easter Seals Telethon both locally and nationally as a part of my accounting and tax business, along with presenting checks to Pat Boone on National TV during the telethon. I have been a member and treasurer of the local chapter of Rotary International and currently serve in the capacity of Director and Secretary of my local Municipal Utility District.
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Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Fitzgerald Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.