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James Jackson

James Jackson, LUTCF, MBA

personally producing sm & registered representative
2024 Top 10 Military Friendly Employer

About Me

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 15 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.

Financial Solutions

  • 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
Direct
858-716-0790
Office
844-824-4643

Ext. 92714

Location
SAN DIEGO AGENCY, CA.
15373 INNOVATION DR STE 253
SAN DIEGO, CA 92128-3428
Directions
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If you have experience with your own financial planning, then you know the value of working with a professional
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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.