CFP ®, CRPS ®, AIF ®
Director of Employee Success
Jackson works directly with retirement plan participants in order to provide guidance for determining asset allocations and assisting with plan transitions.
Prior to joining Accelerate Retirement, Jackson worked for a leading investment bank & regional Registered. During his time there, he took on a wide range of responsibilities including research, trading, and operations.
In his spare time, Jackson enjoys traveling and spending time hiking or at the beach.
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.