Let us help you grow more than wealth


My Value statement

Johnson McKee Jackson & Associates specializes in meeting the unique and complex financial needs of our clients through the use of a comprehensive approach to wealth management planning. With over 80 years of combined investment experience and a support team of RBC professionals, we create lasting relationships with our clients by helping them create personalized long-term wealth management plans designed to meet their specific financial goals. We implement those plans through the use of a prudent and disciplined investment process, reviewing the progress and success of each investment portfolio, making adjustments as needed, whether due to market conditions or changes in our clients’ needs.

James Jackson named one of Financial Times Top 400 Advisors

At Johnson McKee Jackson & Associates, we are very proud that Financial Advisor James Jackson was named a Financial Times Top 400 Advisors in 2020. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, James!

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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