Tracy Jackson Email & Phone Number
Client Advisor and Branch Manager @ MERCER (MERCER GLOBAL ADVISORS, INC.)
Tracy Jackson's Location
Newport Beach, CA, US
Tracy Jackson's Work
- Client Advisor and Branch Manager @ MERCER (MERCER GLOBAL ADVISORS, INC.)
- Chief Compliance Officer @ Jackson Financial Management
- President and Owner @ Jackson Financial Management
- Managing Partner and Owner @ Advantage Financial Advisory Group
- Financial Planner @ IDS Financial Services, an American Express Company
Tracy Jackson's Education
- College for Financial Planning
MS (Financial Planning)
2003 - 2007 - College for Financial Planning
CFP (Financial Planning)
1992 - 1994 - California State University, Fullerton
BA (MIS, Management Science)
1983 - 1986
Tracy Jackson's Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- IRAs
- Investment Strategies
- Investments
- Financial Planners
- Asset Management
- Fixed Annuities
- Wealth
Tracy Jackson's Summary
Tracy Jackson, based in Newport Beach, CA, US, is currently a Client Advisor and Branch Manager at MERCER (MERCER GLOBAL ADVISORS, INC.), bringing experience from previous roles at Jackson Financial Management, Advantage Financial Advisory Group and IDS Financial Services, an American Express Company. Tracy Jackson holds a 2003 - 2007 MS in Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, IRAs, Investment Strategies and more, Tracy Jackson contributes valuable insights to the industry. Tracy Jackson has 3 emails on RocketReach.
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