Stefan Jackson

Senior Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning

Qualifications & Experience

  • BS in Finance, University of Colorado at Boulder
  • Certificate in Financial Planning, Northwestern University
  • CERTIFIED FINANCIAL PLANNER | CFP®

Media

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Words to Live By

A generous person will prosper; whoever refreshes others will be refreshed.
Book of Proverbs

Client Experience Professionals

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Team Members

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About

With over 12 years of experience in financial services, Stefan brings a comprehensive approach to wealth management, drawing on expertise in retirement-income planning, complex tax strategies, and portfolio management. He is passionate about helping clients build secure, resilient financial plans that provide both clarity and long-term peace of mind.

Prior to joining Farther, Stefan founded and grew an independent advisory practice, where he delivered customized financial plans and tailored investment strategies with a boutique, client-first approach. His background equips him to guide individuals and families through all stages of their financial journey with confidence and care.

A Colorado native, Stefan has been married for 15 years and is the proud father of three children. Much of his free time is spent supporting his kids at their sporting events or enjoying the outdoors with his family. He especially loves taking advantage of Colorado’s mountains and spending time skiing on the slopes.