Director - Participant Services
As the Director of Participant Services, 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, has completed the Chartered Retirement Plans Specialist℠ designation, and is an Accredited Investment Fiduciary®️ (AIF®️) designee. He has also earned the FINRA series 7, 66, and 87 licenses.
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.