NAPFA Fall 2023 National Conference Speaker

Ali joined Jackson's Advanced Planning team in October 2021 after nearly a decade as a financial professional with a variety of broker-dealers followed by an additional 10 years with Ohio National. There, he served as Bank-Owned Life Insurance Sales Director, Assistant Vice President of ONESCO Marketing, and finally, Regional Vice President of Group Retirement. Most recently, Ali was Regional Vice President of 401(k) at Equitable before joining us as Director of Advanced Planning. Ali earned a Bachelor of Science degree in business administration from The Ohio State University with dual majors in international business and marketing. He holds FINRA Series 7 and 63 designations, an Ohio Life, Health & Variable license, a CERTIFIED FINANCIAL PLANNER™ certification as well as Retirement Income Certified Professional® and Accredited Investment Fiduciary® designations, and he is a Chartered Financial Analyst®, Chartered Financial Consultant®, and a Chartered Life Underwriter® charter holder.