www.wbjackson.com Open in urlscan Pro
2606:4700::6811:aaac  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Call Us: (757) 258-3134

contact@wbjackson.com

Client Login






Toggle navigation

Menu

MENU
 * Home
 * About 
   * Team
   * Qualifications
   * Mission Statement
   * In The News
 * Services 
   * Private Investment Management
   * Formal Retirement Income Planning
   * Advanced Financial Planning
   * Charitable Gift Planning
   * Use of 529's
   * 401(k) SDBA
   * Insurance
   * Virtual Meetings
   * Personal Financial Platform
 * Resources 
   * Investment
   * Retirement
   * Estate
 * Contact


PRIVATE

Investment Management


TECHNICAL

Expertise


ADVANCED

Financial Planning






REAL CREDENTIALS

 

Bruce holds CLU® and ChFC® designations from The American College and CAP®
designation from the Richard D. Irwin Graduate School.

Learn More


REAL EXPERIENCE

 

Bruce is a 34 year veteran of the financial services industry. He is a
Registered Representative of Securities America, Inc., and served on their
advisory council.

Learn More


REAL RESULTS

 

We have a successful track record representing individuals, families, trusts,
business owners and professionals, endowments, and pension plans.

Learn More


W. B. JACKSON & ASSOCIATES

 

Welcome! Thank you for visiting our website. We are a branch office of
Securities America, Inc., located in the New Town section of Williamsburg,
Virginia. We understand that everyone is unique and faces different challenges
with their finances. Our personalized service focuses on your needs, wants, and
financial goals and objectives.

We take pride in the fact that we are one of the only firms that actively
coordinates legal and tax planning with investment management and income
distribution on an ongoing basis. We look forward to the opportunity to visit
with you and discuss the services we provide.

Contact Us


HELPFUL CONTENT


DATA THIEVES FROM OUTER SPACE

Learn about the dangers of internet fraud with this highly educational and fun
“pulp” comic.


HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.


PAY YOURSELF FIRST

It sounds simple, but paying yourself first can really pay off.

 
 * Articles
 * Calculators
 * Videos

INVESTING FOR IMPACT

Learn how to build a socially conscious investment portfolio and invest in your
beliefs.

HOW WOMEN CAN PREPARE FOR RETIREMENT

Are women prepared for a 20-year retirement?

FIRE RETIREMENT

This short, informative article teaches the basics of the FIRE movement.

UNDERSTANDING THE SECURE ACT 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

4 STEPS TO PROTECTING A CHILD WITH DISABILITIES

Planning for a child with special needs can be complicated, confusing, and even
overwhelming.

YEAR-END CHARITABLE GIFTING AND YOU

This article may help you maximize the benefits of your donation for your chosen
charity.

VIEW ALL ARTICLES

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

SHOULD I PAY OFF DEBT OR INVEST?

This calculator will help determine whether you should invest funds or pay down
debt.

POTENTIAL INCOME FROM AN IRA

Estimate your monthly and annual income from various IRA types.

PAYING OFF A CREDIT CARD

Enter various payment options and determine how long it may take to pay off a
credit card.

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

VIEW ALL CALCULATORS

RE: RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better
align the two?

IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial professional about changes in
your situation.

SAFEGUARD YOUR DIGITAL ESTATE

If you died, what would happen to your email archives, social profiles and
online accounts?

DREAMING UP AN ACTIVE RETIREMENT

When you retire, how will you treat your next chapter?

RIGHTSIZING FOR RETIREMENT

What does your home really cost?

BURSTING THE BUBBLE

Tulips were the first, but they won’t be the last. What forms a “bubble” and
what causes them to burst?

VIEW ALL VIDEOS





Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Securities America, Inc.
Member FINRA,  SIPC
Advisory Services offered through Securities America Advisors, Inc.

W.B. Jackson & Associates, LLC and Securities America are separate entities.
This site is published for residents of the United States and is for
informational purposes only and does not constitute an offer to sell or a
solicitation of an offer to buy any security or product that may be referenced
herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in states or jurisdictions in which they
have been properly registered or are exempt from registration. Not all products
and services referenced on this site are available in every state, jurisdiction
or from every person listed.
**Email is not an acceptable medium by which to communicate trades**
Nothing in this transmission should be construed as an offer or solicitation to
buy or sell securities.

Privacy Policy

Careers

CONTACT

W. B. Jackson & Associates, LLC

Office: (757) 258-3134 Fax: (757) 258-3138

4801 Courthouse Street
Suite 302
Williamsburg, VA 23188

contact@wbjackson.com

QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

 

Copyright 2024 FMG Suite.