Jackson Tyler Grillo, Financial Advisor
Jackson began his career after graduating from the University of West Georgia with a bachelor’s degree in Finance. He joined GMS Planning in 2022 following several roles within the finance industry, where he gained experience working with Rollins Inc. and a private equity medical firm.
At Rollins Inc., Jackson managed corporate cash flow as part of the treasury department. At the private equity firm, he supported the revenue cycle by preparing monthly revenue calculations and coordinating closely with the accounting team.
Jackson holds the FINRA SIE, Series 7, and Series 65 licenses, as well as life, accident, and sickness insurance licenses. He was named Partner in January 2025 and currently serves as a Financial Advisor at the firm.
Outside of work, Jackson holds a 50-ton U.S. Coast Guard Captain’s license and enjoys spending time on the water with his wife, Brittany, and their two dogs, Sven and Mia.
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