Lynn A. Jackson CPA

Lynn A. Jackson

CPA

Chief Compliance Officer

Dopkins Wealth Management, LLC

At a glance

Lynn is responsible for all investment advisory compliance for Dopkins Wealth Management LLC, including the establishment, maintenance and enforcement of the rules and regulations of the Investment Advisers Act of 1940.  Additionally, she ensures implementation of the Firm’s investment adviser policies and procedures in connection with the operation of the Compliance Program and provides guidance on ways to mitigate risk and conflict and promote a widespread culture of compliance throughout the firm.

Prior to joining Dopkins, Lynn served as the controller of a family owned business in the automotive industry. She has extensive experience specializing in accounting and internal audits.

Designation

  • Certified Public Accountant

Education

  • M.B.A., State University of New York at Buffalo
  • B.S. in Accounting, State University of New York at Binghamton

Professional Affiliations

  • Member, American Institute of Certified Public Accountants (AICPA)