Jackson Finigan III, CFP®

Wealth Advisor

A man with dark hair wearing a dark blazer and white shirt smiles at the camera. The background is blurred with soft lights and shades of blue and gray.
Hometown

Concord, MA

Colleges

Bachelor's & MBA, University of Delaware

Certifications

CFP®, MBA

Office Location

Baltimore

Jackson joined HB Wealth in January 2025 after working with WMS Partners since 2023. He works with families on cash flow planning, estate and wealth transfer strategies, and investments.

Before joining HB, Jackson and his wife lived in NYC, where he worked for wealth management groups at J.P. Morgan and Wells Fargo Advisors.

Jackson has volunteered and worked with Harlem Lacrosse, the Ulman Foundation, and the Willie Fund.

Jackson earned his Bachelor’s degree in Finance from the University of Delaware and his MBA with a major in Finance from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He was a Division 1 lacrosse player for the University of Delaware and a 3-time captain for the program.

In his spare time, Jackson enjoys golfing and spending time with friends and family, including his wife and daughter. He is also an avid Boston sports team fan.

A man with dark hair wearing a dark blazer and white shirt smiles at the camera. The background is blurred with soft lights and shades of blue and gray.

Jackson joined HB Wealth in January 2025 after working with WMS Partners since 2023. He works with families on cash flow planning, estate and wealth transfer strategies, and investments.

Before joining HB, Jackson and his wife lived in NYC, where he worked for wealth management groups at J.P. Morgan and Wells Fargo Advisors.

Jackson has volunteered and worked with Harlem Lacrosse, the Ulman Foundation, and the Willie Fund.

Jackson earned his Bachelor’s degree in Finance from the University of Delaware and his MBA with a major in Finance from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He was a Division 1 lacrosse player for the University of Delaware and a 3-time captain for the program.

In his spare time, Jackson enjoys golfing and spending time with friends and family, including his wife and daughter. He is also an avid Boston sports team fan.

Hometown

Concord, MA

Colleges

Bachelor's & MBA, University of Delaware

Certifications

CFP®, MBA

Office Location

Baltimore

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