Luke Jackson

Luke Jackson, CFP®, currently serves as a Financial Planner at Mercer Advisors since January 2023, where responsibilities include preparing comprehensive financial plans covering various analyses such as investments and retirement projections. Previously, Luke held roles as a Client Service Specialist and Registered Representative, with experience in both administrative support and offering financial products. Engagement with community initiatives is evident through participation with the Greater Bethesda Chamber of Commerce and the Sigma Phi Epsilon fraternity. Educational background includes dual Bachelor of Science degrees in Business Management and Marketing from the University of Maryland and ongoing studies in Personal Financial Planning at the College for Financial Planning.