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Important Message Regarding COVID-19
There's nothing more important to us than your well-being. In this climate, we know you're focused on what matters most. Rest assured that we remain focused on our commitment to you. Learn more about how we're responding to COVID-19. Should you need assistance keeping your life insurance policy in force, please contact your financial professional or our Client Relationship Center at 855-975-4331.
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JAMES JACKSON
2020 military friendly logo

james jackson, LUTCF, MBA

staff manager registered representative
858-716-0790
Office Directions

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JAMES JACKSON
2020 military friendly logo

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

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 proper income protection and planning.

I have 12 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 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
Group Health
Retirement Planning
Small Business 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. 
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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.

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.