Our Family of Companies
western & southern financial group logo
western & southern life logo
columbus life logo
eagle realty group logo
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo
Meet Our Family of Companies
Our site uses cookies to improve your visitor experience. By browsing our website, you agree to the use of cookies and agree to our privacy policy.
JAMES JACKSON
2021 military friendly top 10 employer

james jackson, LUTCF, MBA

staff manager registered representative
858-716-0790
Office Directions
JAMES JACKSON
2021 military friendly top 10 employer
james jackson, LUTCF, MBA
staff manager registered representative
Financial representative phone numbers
Contact
Direct 858-716-0790
Office 844-824-4643

Ext. 92714
Fax 858-451-0005
Address
The Western and Southern Life Insurance Company -SAN DIEGO AGENCY, CA.
15373 INNOVATION DR STE 253
SAN DIEGO, CA 92128-3428
Directions

Let's Review Your Finances

Our convenient eSnapshot tool gives me a quick profile of your current financial situation. From there, we'll develop a plan to help you achieve your goals.
Start Your Financial eSnapshot

I'm Hiring

I'm actively looking for highly-motivated individuals to join my team. Learn why you should consider Western & Southern Life and explore the possibilities of a career with us.
Ask Me How You Can Get Started

Send Me an Email

Required Fields*
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Information included in this Email may not be secure and could be intercepted by a third party while in transit. Do not submit sensitive information such as passwords, policy numbers, or other information that you would like to keep private. If you have such a request, please call Client Services at 866-832-7719.

Together We Can Help Build a More Financially Secure Future

My Mission

I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.

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 income protection and planning.

I have 13 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.

Check the background of this financial professional on FINRA's Broker Check

Financial Solutions¹

Life Insurance
Mutual Funds
529 College Savings Plan
Annuities
Individual Retirement Accounts (IRAs)
Critical Illness Insurance
Accidental Death Insurance
Long-Term Care Insurance
Medicare Supplement Insurance
Disability Income Insurance
Supplemental Health Insurance
Group Major Medical
Retirement Planning
Small Business Solutions
portal launch agent ad

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.

Join Our Newsletter

Receive timely lifestyle, financial and how-to information as well as personalized offers to help you live a healthier and financially stronger life.
SUBSCRIBE TODAY

Refer a Friend

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

Request a Quote

A life insurance quote could be a good first step as we work together to identify financial solutions that can help you achieve your goals.
Get Started
IMPORTANT DISCLOSURES
Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

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

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

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.