james jackson, LUTCF, MBA

staff manager registered representative

858-716-0790

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staff manager registered representative

Financial representative phone numbers
Contact
Direct	858-716-0790
Office	844-824-4643 Ext. 92714
Fax	858-451-0005

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The Western and Southern Life Insurance Company -SAN DIEGO AGENCY, CA.
15373 INNOVATION DR STE 253
SAN DIEGO, CA 92128-3428
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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 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.

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

Learn About Life Insurance

Why Life Insurance Is Important: 9 Meaningful Benefits

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All Life Insurance Articles

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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.

james jackson, LUTCF, MBA

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