Our Primary Purpose is to make money for our clients.
Additionally, we seek to earn the role of a trusted advisor who has our client's backs. In this role, it is our goal to give inspiration, encouragement, and clarity for their purpose and goals. We want to be there through adversity. We want to celebrate wins and good news.
It is our mission to be a light and make a positive impact on people's lives as we conduct our core business to create and grow the wealth that will fund both their purpose and life's adventures.
Ben Jackson is the founder of Street Light Wealth Management, LLC.
Jackson started in wealth management in July of 2010 and has since spent over 9 years working for Merrill Lynch and Morgan Stanley. Most recently, he spent 7 years as the Portfolio Manager for a Private Wealth Management team at Morgan Stanley with over $1 Billion in Assets Under Management. Private Wealth Management is a division within Morgan Stanley which focuses exclusively on client relationships with investable assets of $10 million or greater.
When he's not on the desk, Jackson trains for amateur competition at George Prevalsky's Muay Thai and Boxing Gym. His first Muay Thai competition was in January 2020. He enjoys spending time with his dogs, Rocky and Jackson, and is a Sigma Chi alumni.
Jackson graduated from Stephen F. Austin State University with a BBA in Finance and is a CFA Charter Holder.