About Us
R. Mason Moise
Mr. Moise has been the President of Jackson Financial Services since July 2004. From January 1999 to July 2004, he was a Manager of Financial Services for Prudential Financial. Prior to that, he was a Financial Planner for American Express Financial Advisors and a Project Manager for Carolina Engineering. He is a Certified Financial Planner (CFP), Accredited Estate Planner (AEP), Chartered Mutual Fund Counselor (CMFC) and Life Underwriter Training Council Fellow (LUTCF). Mr. Moise periodically teaches investing for the Charleston Southern University MBA program, as well as lectures other professionals in financial planning and investing.
James B. Jackson
Dr. Jackson founded the Jackson Financial Company, Inc, in 1982. He now serves as a consultant to Jackson Financial Services, and is the owner of the Jackson Letter, which is a financial newsletter for dentists. He is a Pediatric Dentist, a Certified Financial Planner, and a Chartered Mutual Fund Counselor (CMFC).
In addition to writing a newsletter since 1981, Dr. Jackson has authored numerous articles and books. He has received many honors, including the Commendation of the ADA Officers and Trustees for his work as author, seminar presenter, and consultant.
