Carey J. Jackson, IV, MBA

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English, Spanish

We are living in times of complexity and uncertainty. The value proposition that I bring to clients is one that consists of a long-term fiduciary relationship, where the best interest of the client is always foremost.

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Carey J. Jackson, IV, MBA

In summary I am the complete package. Proud father, leader, military veteran and financial professional dedicated to excellence and achievement in every field of human endeavor.

My passion is to support the goals of my clients. I bring over 17 years of military service, education, and financial knowledge in value when building plans and protecting what matters most to you.

I'm Most Proud Of: Providing protection of the people and things that matter most is my reason for why I do what I do! I am proud of my patriotism, professionalism and most of all my dedication to client satisfaction.


Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.


As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

The Prudential Difference

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    • Property & Casualty: MI
    • Variable Annuities: AZ, CA, FL, IN, MD, MI, NJ, OH, TX, VA
    • Securities License: AZ, CA, DC, FL, IL, MD, MI, OH, TX
    • Variable Life Insurance: AZ, FL, IN, MD, MI, NJ, OH, VA( CA License #4087663)( TX License #2360695)
    • Fixed Annuities: AZ, FL, IN, MD, MI, NJ, NV, OH, VA( CA License #4087663)( TX License #2360695)
    • Life Insurance: AZ, FL, IN, MD, MI, NJ, NV, OH, VA( CA License #4087663)( TX License #2360695)

Carey Jackson offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Carey Jackson offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.