Jackson Wegner is committed to helping Moneta clients build generational wealth through strategic financial planning. He believes the foundation of a successful advisory relationship begins with understanding what matters most to each client. By fostering personal connections and aligning with their values, Jackson helps families thrive in every aspect of their financial lives. 

A graduate of Indiana University – Bloomington with a Bachelor of Science in Finance, Jackson brings nine years of experience working with high-net-worth individuals and families. He is a CERTIFIED FINANCIAL PLANNER® who specializes in crafting comprehensive plans that balance investment performance with long-term goals to give his clients peace of mind about their financial future.  

As an Advisor on the Hadary Team at Moneta, Jackson collaborates closely with seasoned tax and estate planning professionals to ensure clients are well-prepared for life’s unexpected changes. His approach emphasizes optimal risk-adjusted returns to support clients in maintaining their desired lifestyle.  

Originally from Chicago, Jackson maintains strong ties with family and friends back in the Midwest while still passionately supporting his Hoosiers as a sports fan. Now in Colorado, he’s eager to become more involved in the local community to make a positive impact on people around him. Outside of work, Jackson enjoys skiing, hiking, and golfing with friends and family, embracing the natural beauty of the region. 

• CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark and the CERTIFIED FINANCIAL PLANNER® certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.