Tracy Oliff Jackson

Mr. Tracy O.
Jackson is a President & Principal at Jackson Financial Management Inc. He has served as an advisor to a select number of high net worth families and business owners since 1987.
His vast experience in financial services spans four decades.
Before establishing the firm in 1995, Mr. Jackson served as a principal partner to a financial planning practice he co-founded (Advantage Financial Advisory Group) where he was responsible for specialized and technical planning for high net worth individuals and small to medium-sized businesses.
He also created a micro-based accounting consulting company (Traco Consulting), and served as a senior financial planner at IDS Financial Services (an American Express company).
He is a Certified Financial Planner practitioner and holds a Master of Science degree with an Emphasis in Financial Planning from the College for Financial Planning, where he graduated with honors.
He earned his bachelor’s degree in Business Administration from California State University at Fullerton.
Mr. Jackson is a long-time member of the Financial Planning Association.