Jackie Jepson
New Business Specialist
With a strong background in the financial field, Jackie specializes in facilitating seamless onboarding for clients and ensuring the efficient processing of new accounts and policies. Jackie is dedicated to providing exceptional customer service.
She has a passion for building lasting client relationships and plays a key role in the Keystone Family.
When Jackie is away from the office, she enjoys spending time with her husband traveling, antique shopping and enjoys exploring all of the fun activities Tennessee has to offer.
Ready to Take the Next Step?
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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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