Participant Specialist II
As Participant Specialist II, Jackson works directly with retirement plan participants in order to provide guidance for determining asset allocations and assisting with plan transitions.
Prior to joining Reilly Financial Advisors, Jackson worked for a leading investment bank. During his time there, he took on a wide range of responsibilities including research, trading, and operations.
Jackson holds a Bachelor’s degree in Finance from San Diego State University. He has earned his series 7, 66, and 87 licenses. Jackson has completed the Chartered Retirement Plans Specialist designation.
In his spare time, Jackson enjoys traveling and spending time hiking or at the beach.
Why I Do What I Do:
I enjoy helping people, and working with employees of retirement plans allows me to do that in a way that is easily measured. The ability to truly alter an individual’s quality of life during their retirement years is extremely rewarding. Individuals within corporate retirement plans are often neglected and typically do not receive the help they need. It is fulfilling to play a role in changing that reality.