Jackson Davey CFP®

Jackson Davey CFP®

Jackson Davey is a Senior Managing Director at Clearstead, where he takes a high-touch, comprehensive approach to wealth management, focusing on the alignment of retirement, estate, investment, and tax planning strategies. Jackson has been working in the financial services industry since 2017 and joined Clearstead in 2026.

Jackson brings expertise in financial planning, investment strategy, wealth management, retirement planning, estate planning coordination, and client relationship management. Before joining Clearstead, he worked at myCIO Wealth Partners, where he began his career as a Financial Analyst in 2017. He was promoted to Manager in 2021 and Senior Manager in 2024, reflecting his commitment to client service and professional growth. Throughout Jackson’s career, he has played an integral role in delivering comprehensive planning solutions to clients while mentoring and managing Client Planning Associates.

Jackson obtained his Bachelor of Arts in Economics from Villanova University, with minors in Political Science and Latin American Studies, and holds the Certified Financial Planner™ (CFP®) designation, which he earned in 2020. He is actively involved in developing the next generation of advisors through his leadership and mentorship of Client Planning Associates.