Meet Tracy O. Jackson
Tracy O. Jackson was the Founder and President of Jackson Financial Management, which he established in 1995. Mr. Jackson entered the financial services industry in 1985. Tracy’s vast experience in financial services spans nearly four decades. Before establishing Jackson Financial Management, he served as a principal partner to a financial planning practice he co-founded where he was responsible for specialized and technical planning for high net worth individuals and small to medium-sized businesses. He also served as a senior financial planner at IDS Financial Services. Prior to IDS Financial Services, he founded a micro-based accounting consulting company.
His greatest experience and knowledge of client professions are with law firms and their partners, health care executives and doctors, escrow and real estate companies, and engineering firms. He has served as an advisor to a select number of high net worth families and business owners since 1987.
Tracy 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. He is a long-time member of the Financial Planning Association.
Tracy is a native of southern California and enjoys spending time with his family, snow skiing, scuba diving, hiking, fishing, woodworking, and helping out various non-profits.
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.