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Joshua Norris
“From simple to complicated questions and issues, Josh uses a great balance of professional interaction and personal touch to get the job done.”
Best Financial Advisors in Jackson, MS
15 firms listed · 14 in Jackson · 1 open weekends · 6 rated 4.5+
Data verified October 21, 2026
Rivertree Financial Planning
“If you're looking for a financial planning team that combines expertise with integrity, River Tree Financial Planning is a top-tier choice.”
MAG CAP
“Highly recommend this advisory group for all of your financial needs.”
Comer Capital Group
Wealthview Capital
Akin Investments
The 15 firms listed for Jackson, MS provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Jackson, MS
Of the 15 firms we list here, 14 are in Jackson itself and 1 comes from Clinton (7 mi). 7 of the firms on this page have a rating, from 4.4 to 5.0 across 56 reviews; 6 are rated 4.5 or higher. 1 is open on Saturdays. 10 have ten or more years of experience, the longest 28 years. We have a website on file for 14 of the firms on this page; 10 publish a contact page; 6 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Jackson listed here?
14 of the 15 firms are located in Jackson. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Branning Wealth Management
Crosspointe Financial Group/ Osaic Wealth INC
Edge Consulting Group
“If you're looking for someone who cares about your financial life then this is the place you want to be!!”
David Poland at Coker and Palmer
Voluntary Benefits Administrators
Resolute Wealth Strategies
Mc Allister Capital Management
Jamas Capital Management
Mascagni Wealth Management
“As a young couple with almost no nest egg, he treated us with the same care and respect as his other clients — and over the years he's become like family.”
Why these companies made our list
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