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

Give Your Family More Than Memories
With Legacy Master® you can help give your loved ones a firm grip on a financial legacy. This single-premium whole life insurance can help you transfer your hard-earned wealth to the next generation.
Cornerstones of Success: Stability. Strength. Service.
One of the strongest life insurance groups in the world, Western & Southern Financial Group has built a heritage of financial strength for more than 125 years.
Planning for the Unexpected: Life-Threatening Illness
Providing you with a benefit amount paid in a lump sum, Critical Illness Insurance can help fill the financial gaps not covered by traditional health, disability, life, and accident insurance.†

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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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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., 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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