couple reviewing a new life insurance policy
Practical Financial Solutions to Help Secure Your Future

Whether you are looking for life insurance, retirement solutions or investments, I am here to serve your needs and help you reach your financial goals.

JAMES R JACKSON

james r jackson, LUTCF, MBA

STAFF MANAGER & REGISTERED REPRESENTATIVE

  • military friendly employer
Direct 858-716-0790
Office 844-824-4643

Ext. 92714
Fax 858-451-0005
SAN DIEGO AGENCY, CA.
15373 INNOVATION DR STE 253
SAN DIEGO, CA 92128-3428

Together We Can Help Build a More Financially Secure Future

My Mission

I am proud to be working for one of the strongest life insurance groups in the world* and would feel privileged to help you and your family achieve your financial dreams.

My Background

I proudly served our nation in the armed forces for 25 years.

I am married and have two children, so I understand the need for proper income protection and planning.

I have eight years of experience in the insurance and financial services industry.

I can offer you a wide variety of financial solutions to address your current needs.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

FINRA's Broker Check

Financial Solutions

How Far Away Is Your Retirement Horizon?

I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.

Enjoy More Confidence About Your Financial Life

Regardless of your station in life, you can count on Western & Southern Life for financial solutions that make sense. Whether you are celebrating a new baby, career, home or retirement, I can help you plan for your specific financial needs.

Let’s Simplify Planning for Your Future

A quick financial review can give you an insightful analysis of your current needs. I can provide a complimentary, customized report to figure out the course to help secure your family’s future.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional. 
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Get a Quote

We offer a variety of financial solutions to help you meet your goals. Contact me to learn more about our products and receive a quote. 
CONTACT ME
IMPORTANT DISCLOSURES
Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products, please ask to speak to an Agent who is actively registered with W&S Brokerage Services, Inc.

Some products issued by companies not affiliated with W&S Agency, Inc.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.

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