About J&G Legacy Financial Group | Financial Advisors in Charlotte, NC

The J&G Story

Inspired To Make A Change

We started J&G Legacy Financial Group with one mission: to help individuals, families, and business owners build wealth with purpose.
For too long, financial advice has felt out of reach or out of touch. We’re here to change that through clear education, honest communication, and a plan that helps you grow and sustain what you’ve worked hard to create

Clarity Comes from Conversation

Every meaningful plan begins with a conversation, not numbers on a page. We believe that education and transparency build confidence, and confidence builds wealth. By understanding your goals, your fears, and your values, we create strategies you can actually understand and stick with. Because when you’re informed, you’re empowered

We Prioritize Lifelong Partnerships

Our approach is simple but powerful: listen first, speak with clarity, and walk beside you through every financial decision. With more than five decades of combined experience, our team has guided hundreds of clients toward better financial habits, stronger balance sheets, and a deeper understanding of how wealth really works.

Wealth Isn’t What You Earn, It’s What You Keep

Legacy isn’t built by luck. It’s built by consistent, thoughtful choices that compound over time. We help you focus on net worth, not just income, and align your finances with the things that matter most: family, faith, freedom, and future generations. Our goal is to help you reclaim financial confidence, foster trust in your community, and pass down not just wealth, but wisdom.

Why Not You? Why Not Now?

Preparing for the next step in life can feel complicated, but you don’t have to navigate it alone. Let’s talk about where you are today and where you want to go.

Make Your Legacy Possible

Our Core Values

We keep these at the center of everything we do.

Think About Wealth Differently

Wealth isn’t your earnings. We say trust plus communication equals success, and success is what you are able to keep and grow over time, not just what you bring home.

Mind & Heart Holistic Planning

Every part of your life is interconnected, so your financial plan should be too. We align your values with your numbers to create a well-rounded roadmap that adapts as your life changes.

Build Relationships For The Long Run

You deserve a trusted partner that always shows up for you. We build relationships with you, your family, and our broader community so you know you are supported through each milestone and decision.

Education Builds Steadfastness

Knowledge turns anxiety into steady progress. We help you understand your wealth—and the emotions tied to it—so you can keep moving toward your goals with clarity and confidence.

Meet the Team Behind J&G Legacy Financial Group

Jabbar Jamison, MBA

Wealth Management Advisor, Co-Founder

Centario Grier

Wealth Management Advisor, Co-Founder

Takesha Zac-Williams

Client Services Representative

Tee Weaver-Remmie

Wealth Management Advisor

Celebrating Clients and Strengthening Our Legacy

Our client appreciation and community events are a chance to celebrate the people we serve, share meaningful moments together, and say thank you for the trust our clients place in us. See more of how we show up beyond the office.

Supporting J&G Legacy Financial Group

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