![Tracy Oliff Jackson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Tracy O.
Jackson is a President & Principal at Jackson Financial Management Inc. He has served as an advisor to a select number of high net worth families and business owners since 1987.
His vast experience in financial services spans four decades.
Before establishing the firm in 1995, Mr. Jackson served as a principal partner to a financial planning practice he co-founded (Advantage Financial Advisory Group) where he was responsible for specialized and technical planning for high net worth individuals and small to medium-sized businesses.
He also created a micro-based accounting consulting company (Traco Consulting), and served as a senior financial planner at IDS Financial Services (an American Express company).
He is a Certified Financial Planner practitioner and holds a Master of Science degree with an Emphasis in Financial Planning from the College for Financial Planning, where he graduated with honors.
He earned his bachelor’s degree in Business Administration from California State University at Fullerton.
Mr. Jackson is a long-time member of the Financial Planning Association.
Former positions of Tracy Oliff Jackson
Companies | Position | End |
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Jackson Financial Management, Inc.
![]() Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Chief Executive Officer | 2020-03-26 |
Training of Tracy Oliff Jackson
California State University-Fullerton | Undergraduate Degree |
The College for Financial Planning, Inc. | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Jackson Financial Management, Inc.
![]() Jackson Financial Management, Inc. Investment ManagersFinance Jackson Financial Management, Inc. (JFM) is a wealth management firm headquartered in Costa Mesa, California. The firm was founded in 1995 by Tracy Jackson and is a subsidiary of Mercer Global Advisors, Inc., ultimately owned by Mercer Advisors, Inc. JFM provides comprehensive financial planning and customized global investment management services to financially successful individuals, families and business owners across Southern California and nationwide. | Finance |
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