Career history of Tracy Oliff Jackson
Former positions of Tracy Oliff Jackson
| Companies | Position | Start | End |
|---|---|---|---|
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 | 1994-12-31 | 2020-03-26 |
| Chairman | 1994-12-31 | 2020-03-26 | |
| Compliance Officer | 1994-12-31 | 2020-03-26 | |
| Founder | 1994-12-31 | 2020-03-26 | |
| President | 1994-12-31 | 2020-03-26 |
Training of Tracy Oliff Jackson
| California State University-Fullerton | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Statistics
International
| United States | 3 |
| 2 |
Operational
| Chief Executive Officer | 1 |
| Chairman | 1 |
| Compliance Officer | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Tracy Oliff Jackson
- Experience
