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.

Interests

In his spare time, Jackson enjoys traveling and spending time hiking or at the beach.

Education

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.