Profile picture for Troy Jackson, AIF®, CEBS

Troy Jackson, AIF®, CEBS

Plan Consultant

Vice President

Fort Mill, SC

Troy Jackson, AIF®, CEBS

Troy Jackson joined the SouthState team this year and he will focus on helping businesses have efficient and effective retirement plans that benefit both the employer and participants.

He has been in the financial services industry for over 35 years, working for companies like Ameritas (Regional Sales Director), Lincoln (401k Sales Director) and Principal (Sr. Retirement Sales Representative). He is an Accredited Investment Fiduciary as well as a Certified Employee Benefits Specialist from Wharton School of the University of Pennsylvania. He also has his Series 7, 63, 66 and 24 registrations held with LPL Financial as well as his Life and Health insurance license. He graduated from Wake Forest University with a B.A. in History.

In the past he has served as President of the NC Association of Insurance and Financial Advisors (NCAIFA). In his free time, he enjoys spending time with his wife, children and also coaching his children's sports teams.
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  • Series 7, 63, 66 and 24 registrations held with LPL Financial
  • Life and Health insurance License
  • Certified Employee Benefits Specialist
  • Accredited Investment Fiduciary


  • Wake Forest University – B.A. in History

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    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

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