About

At the heart of everything Jackson does is a deep-seated desire to make a positive impact in his clients’ lives. Jackson incorporates compassion and appreciation for others while working with each of his clients. Recognizing that each client has different needs, Jackson dedicates himself to understanding and appreciating their situation before making a recommendation.

Jackson has a deep passion for understanding markets, investments, and financial wellness, and he strives to build relationships, educate, and guide his clients as they pursue financial freedom. Jackson works diligently to help each client develop achievable goals, understand their financial choices and portfolios, and implement strategies for attaining their personal plans.

With licenses including Series 7, Series 66, and Life and Health, Jackson has the expertise and knowledge to provide comprehensive financial planning services. Before working as a financial advisor, Jackson received his bachelor’s degree from the University of Colorado and worked as a field producer for the CBS TV show, Survivor. This unique background has taught him the importance of adaptability, creativity, and problem-solving – qualities that he brings to his work as a financial advisor.

When he’s not working with clients, Jackson loves surfing, fishing, golfing, and traveling – all while soaking up the California sun. Born and raised in San Diego, Jackson looks forward to raising a family here and helping his clients achieve their financial dreams.

Services

Jackson is a financial advisor for North Star Resource Group, a firm with roots tracing back to 1908. With a vast knowledge base, strong integrity, and experience with financial planning, he specializes in helping individuals and families pursue their financial goals.

Comprehensive Fee-Based Planning

One of the most important steps in a relationship between client and financial professional is ensuring that their financial goals remain on track. Jackson can help guide you to work toward financial freedom, reduce stress when it comes to money, and develop financial strategies for your future.

Investments

Discover how your money can be put to work and how to leverage your income toward your goals. Jackson can work with you to create and navigate investment strategies to ensure you are able to support your goals.

Wealth Management

Jackson can help you ensure that your hard-earned money is protected while simultaneously minimizing fees and taxes.

Retirement strategies

Regardless of where you are on your financial journey, Jackson can help you achieve the freedom to truly enjoy retirement by implementing strategies around your retirement goals.

Risk management

Having the appropriate insurance solutions in place can prepare you for the unexpected moments that may occur. Jackson works to put strategies in place if something does go wrong.

Calculators

What is my current net worth?
Mortgage calculator
How much life insurance do I need?
How much disability insurance do I need?
What is the value of compound interest?
What is the impact of increasing my 401(k) contribution?
How much will I need to save for retirement?
Compare a Roth 401(k) to a traditional 401(k)