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Our Team

Client Centered

At Southern Heritage, we care deeply about our clients and desire to put your needs at the forefront of all we do. As a team with decades of industry experience, we understand that everyone faces unique challenges while preparing for retirement. We hope to help take the mystery out of preparing for retirement, college savings, or estate strategy with personalized services that focus on your needs, wants, financial goals, and objectives. 

More than numbers and spreadsheets, we are fellow Tennesseans with our own hopes, aspirations, and families. We understand the importance of creating a client experience that reflects the way we would want to be treated. 

One Team, One Goal: Your Financial Future.

Meet Our Team 

Jeff Jackson

Founder, Financial Advisor & District Manager

(931) 723-3344

(931) 570-4323

Jeff’s passion for finance tailored with his desire to positively impact the lives of others led him to Financial Advising. As the founder of Southern Heritage Investments, Jeff brings with him 25 years of investment knowledge...

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Julia Eads

Senior Administrator


A graduate of Cleveland Tennessee's Lee University, Julia has a heart for connecting with people. She earned a bachelors degree in Discipleship Ministry before going to work full-time for a well-known non-profit ministry, Young Life....

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Faith Banks

Client Relations Coordinator


Faith, the newest member of the Southern Heritage team, is a native of Tullahoma. A leader among leaders, Faith was a highly honored graduate of Tullahoma High School. Immediately upon graduation, Faith began working towards a degree...

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