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Jon Jackson

Senior Franchise Field Vice President

Headshot of Jon Jackson
303 Wyman Street, Suite 300 Waltham, MA 02451-1208

Years with Firm

Years with Firm

Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.


Advisor Retention Rate

Advisor Retention Rate

Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous year.

My territory

Greater Boston, Eastern Massachusetts, Maine and New Hampshire

How I work to support your success

I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.

My team and I will work with you to:

  • Transition your practice, providing customized support and best practices
  • Help you grow your practice in a manner that works best for you
  • Drive practice value or equity
  • Protect your practice from the unexpected and prepare for your retirement with a customized succession plan

Career highlights

  • 24 years of experience: I started my career as an advisor with Ameriprise Financial in 1997
  • 'In the field' my entire career. I have worked directly with advisors and clients throughout my career providing leadership, coaching and support.
  • Extensive industry knowledge, and experience working with advisors coming from many different firms

Other interests

  • Financial Planning Association (FPA) member, and Board member 2008-2012
  • Trips to the beach with wife and 2 daughters
  • Running, football, and dogs (we have 2)

My Leadership Team
  • Headshot of Paul Tyler

    Paul Tyler

    Recruiting Director

    Paul is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

  • Headshot of Vanessa Echeverria

    Vanessa Echeverria, CFP®, BFA™

    Manager, Franchise Recruiting and Engagement

    Vanessa works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Vanessa is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

  • Headshot of Dan Winge

    Dan Winge, CRPC®

    Regional Sales Director

    Dan specializes in helping advisors drive growth through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions.  Additionally, he works with advisors on strategies to move up market and go deep with their best clients.

  • Headshot of Bryan Collins

    Bryan Collins

    Regional Sales Manager

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Bryan coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Bryan will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.

  • Headshot of Mary Jo Rowe

    Mary Jo Rowe

    Senior Territory Coordinator

    Mary Jo provides administrative and operational support, and also coordinates meetings, training and seminars. Mary Jo is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

  • Headshot of Pheng Vang

    Pheng Vang, CFP®, BFA™

    Financial Advice Sales Consultant

    For advisors interested in growing their financial planning business, Pheng works with advisors to create a systematic process for their practice. Pheng helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.

  • Headshot of Anya Toms

    Anya Toms

    Installation Manager

    Anya helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.