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 is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 1996
Check the background of this investment professional on FINRA's BrokerCheck.