What Jackson & Peck Financial Group does

Jackson & Peck Financial Group is an independent, privately-held financial advisory firm founded in 2008 by three lifelong Kewanee, Illinois natives — Darrel Peck, Christian Jackson, and Court Jackson — operating from a headquarters in Kewanee, IL and a secondary office in Davenport, IA. The firm delivers personalized financial planning and insurance services to individuals, families, school districts, farmers, and small business owners, with offerings spanning retirement strategies, investment management, tax planning, estate planning, life and health insurance, long-term care, disability income, and employee benefits administration (including 403(b) programs for educators). Securities and investment advisory services are routed through Osaic Wealth, Inc., a member of FINRA/SIPC, while insurance products are sourced through an independent agency model with access to 35+ represented carriers.

The firm's core technology stack is conventional for an independent RIA: financial planning and client-facing content are powered by FMG Suite (a third-party advisor marketing platform), while investment operations run through Osaic Wealth's broker-dealer infrastructure. No proprietary technology, APIs, mobile applications, or AI-driven tools are evidenced. Revenue is generated through two primary streams: (1) recurring advisory fees on managed assets and investment products through Osaic Wealth, and (2) transaction-based commissions on life, health, long-term care, disability, and employee benefits products from the represented carrier network. Pricing is not publicly disclosed and is set via consultation.

The go-to-market model is relationship-based, sales-led financial advisory: direct engagement through scheduled appointments, phone consultations, and in-person meetings across two regional offices, supplemented by community involvement (Rotary, Chamber of Commerce, hospital foundation boards), an annual scholarship program (exceeding $7,000 in 2026), and educational content marketing (podcast, blog, video library, newsletter). The firm maintains a small team (11-50 headcount, 6 identified staff including co-owners, advisors, and office managers) and competes on local trust, multi-carrier product breadth, and personal service rather than scale or technology.

Name

Jackson & Peck Financial Group

Legal name

Jackson & Peck Financial Group, LLC

Website

https://jacksonpeckfg.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Jackson & Peck Financial Group is an independent financial advisory firm founded in 2008 in Kewanee, Illinois, offering retirement, investment, tax, estate, and insurance services to individuals, families, school districts, farmers, and small businesses across Illinois and Iowa via its own offices and broker-dealer partner Osaic Wealth, Inc.

Ownership category

akta.pro rank

Product category

Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Financial planning services
• Insurance advisory
• Wealth management
• Retirement planning
• Investment advisory

Headquarters

HQ city

Kewanee

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Securities and Investment Advisory Services: Investment management and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Revenue generated through advisory fees on managed assets and investment products.
2. Insurance Products Commission: Commissions from life insurance, health insurance, long-term care insurance, disability income insurance, and employee benefits products through their network of 35+ represented insurance carriers.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Jackson & Peck Financial Group is a private financial advisory firm that delivers personalized financial planning, insurance products, and investment advisory services to individuals, families, small businesses, farmers, and school districts. Securities transactions are executed through Osaic Wealth, Inc. as the broker-dealer partner.

Product overview

Jackson & Peck Financial Group is a financial advisory firm offering a unified suite of financial planning and insurance services. Their core offerings include insurance products (Life Insurance, Health Insurance, Long-Term Care Insurance, Disability Income Insurance, Employee Benefits) and financial planning services (Asset and Income Protection, Investment Services, Personal Needs Analysis, Educational Funding, Business Solutions, Retirement Strategies). They also provide advisory services for Tax Planning and Estate Planning. The firm serves individuals, families, small business owners, farmers, and school districts across Kewanee, Illinois and Davenport, Iowa.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc.coreTechnology or IntegrationSecurities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. This is the firm's primary broker-dealer relationship for investment products and managed accounts.
• AFLACminorChannel Partner/ Reseller/ DistributorInsurance product provider for supplemental insurance products including accident, disability, and life insurance.
• American FundsminorChannel Partner/ Reseller/ DistributorInvestment product provider offering mutual funds for retirement and investment accounts.
• Blue Cross Blue ShieldminorChannel Partner/ Reseller/ DistributorHealth insurance provider for individual and group health coverage.
• John HancockminorChannel Partner/ Reseller/ DistributorInsurance and investment products provider including life insurance, annuities, and retirement solutions.
• PrudentialminorChannel Partner/ Reseller/ DistributorFinancial services company providing life insurance, annuities, and retirement products.
• United Health CareminorChannel Partner/ Reseller/ DistributorHealth insurance provider for individual and employer-sponsored health plans.
• Jackson NationalminorChannel Partner/ Reseller/ DistributorInsurance company specializing in annuity and life insurance products.
• Lincoln FinancialminorChannel Partner/ Reseller/ DistributorFinancial services company providing retirement, insurance, and investment solutions.
• Mutual of OmahaminorChannel Partner/ Reseller/ DistributorInsurance and financial services provider offering life insurance, health insurance, and retirement products.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• MassMutual: Mutual insurer with career-agent distribution offering life, disability, retirement, and investment services; comparable product breadth to Jackson & Peck's insurance + advisory suite.
• Ameriprise Financial: Diversified financial services company with a national advisor network providing financial planning, investments, and insurance; comparable target client (mass-affluent households and small businesses) and product mix.
• Raymond James: Diversified wealth management firm with independent advisor channel offering investment, retirement, and insurance solutions; comparable multi-product advisory model for individuals and small businesses.
• Waddell & Reed (now part of Macquarie): Legacy financial advisory firm historically focused on financial planning and investment services for individuals and families; comparable retail wealth advisory positioning before its acquisition.
• Northwestern Mutual: Large established insurer/wealth manager offering life insurance, retirement, and investment planning through a career-agent network; competes for the same households and small-business retirement clients Jackson & Peck serves.
• New York Life: Mutual life insurer with a vast career-agent force selling life insurance, retirement income, and wealth advisory products; competes directly for the insurance and retirement segments where Jackson & Peck operates.

Others

• LPL Financial: Largest independent broker-dealer in the U.S., providing the back-office platform, custody, and product access that independent advisors like Jackson & Peck rely on — analogous infrastructure provider role to Osaic Wealth.
• Cetera Financial Group: Independent broker-dealer and wealth management platform serving independent financial advisors with technology, compliance, and product access; competitor platform to Osaic Wealth for hosting firms like Jackson & Peck.

Direct peers

• Edward Jones: Large independent financial advisory franchise serving individuals, families, and small businesses with retirement and investment planning — directly comparable business model to Jackson & Peck, including similar geographic reach into small/rural Midwestern markets.
• Mark Thompson & Associates: Davenport, Iowa-based financial services firm where Darrel Peck began his career in 2001; operates an analogous independent advisory and insurance model in the same Quad Cities geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jackson & Peck Financial Group