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Robert Jackson CFP®, CAIA® has a diverse work experience in the financial industry. Robert began their career at Undiscovered Managers, LLC in 1998, where they served as a Regional Marketing Manager and Principal until February 2004. In May 2004, they joined Avantax Wealth Management as the Director of Investment Management Solutions. Robert held this position until June 2012, when they became the Manager of Platform Consulting. From May 2004 onwards, they also served as the Vice President of Advisory Solutions at Avantax Wealth Management. Robert held these roles until November 2019.

Robert Jackson CFP®, CAIA® earned their MBA in Financial Services from The University of Dallas from 1999 to 2001. Prior to that, they completed their BBA in Marketing at the University of North Texas from 1994 to 1999. Robert also holds the certifications of CERTIFIED FINANCIAL PLANNER certificant and Chartered Alternative Investment Analyst.