Jackson Carter

Pronouns (he/him/his)

As a Retirement Plan Specialist, Jackson serves as a go-to person for questions related to clients’ retirement plans and is committed to guiding clients towards a fulfilling retirement, and fostering relationships rooted in trust and shared success. Jackson supports the Retirement Plan Services team to implement aspects of your financial plan, assist with clients’ fiduciary investment reviews, and provide participant education and coaching. Jackson’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable.

Prior to Coldstream, Jackson held two roles at Fisher Investments, working as a client service associate serving individuals and families in their financial plans and as a portfolio data analyst, providing insights and reports across a myriad of investing strategies. Jackson holds his bachelor’s degree in finance and business information systems from Oregon State University.

ONE PIECE OF ADVICE

People have trouble believing investing can be THAT simple. In almost anything else in life, if you put in more effort, you get better results. Instead, doing less and sticking to a plan is the best way to achieve long-term financial goals.

HOBBIES

Golf, Basketball, Pickleball, Running, Listening to Podcasts/Music