Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.


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...

Read more

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....

Read more

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...

Read more