Wealth Manager, First Republic Investment Management
Northern CaliforniaDean Jackson is a Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Jackson focuses on providing comprehensive financial planning, asset management and wealth preservation to families and charitable foundations. Prior to joining First Republic Investment Management in 2015, Mr. Jackson was a Managing Director at Constellation Wealth Advisors. Prior to Constellation, Mr. Jackson co-founded Exos Partners, a Registered Investment Adviser based in San Francisco, where he served as a Principal and Senior Financial Advisor to the firm's high net worth clientele. Mr. Jackson started his career as Financial Advisor for Merrill Lynch in 1996.
Mr. Jackson earned a Bachelor of Arts degree with honors in Economics from the University of California at Irvine. He also hold the Certified Financial Planner (CFP®) designation.
Wealth Management Experience: 18 Years
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