John Jackle, CFP

Charles Jackle, CFP® Senior Financial Advisor Managing Director - Investments By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 1995. I am honored to be named to the 2025 Forbes Best-In-State Wealth Advisors, as well as being recognized as a member of the 2025 Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. Before joining Wells Fargo Advisors in 2010 and being a Managing Director, I was Senior Vice President for Wachovia Investments for 12 years, and Morgan Stanley for 3 years. I also have been an Ad Junct Professor at Oglethorpe and Kennesaw State Universities. I hold a Bachelor's degree in Marketing from the Auburn University and have been certified as a CERTIFIED FINANCIAL PLANNER® since 2001. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. Away from the office, I also enjoy fishing and outdoor activities. My family and I have lived in the East Cobb area for 33 years. DISCLOSURE: 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. (Source: https://www.forbes.com/lists/best-in-state-wealth-advisors/).