Brian Jackson, CFP®
Brian Jackson has over 8 years of financial industry experience in various financial operations and client services positions. He began his career at Vanguard, working on Vanguard’s Core Brokerage High Net Worth Team.
Mr. Jackson moved to J.P. Morgan Private Bank, where he spent 3 years as an Associate in the Rocky Mountain region, serving ultra-high net worth clients. After he and his wife decided to return to his hometown of Denver, Colorado, he worked as a Team Leader and Manager at Robinhood. He joined MCM Wealth in December 2022.
Mr. Jackson now serves as MCM’s Operations Manager and leads the team’s financial planning efforts. In his role as a Wealth Advisor, he works closely with clients to deliver personalized planning and guidance across all areas of their financial lives. He also leads the firm’s efforts related to foundational and advanced estate planning strategies, helping clients navigate complex planning needs with clarity and confidence.
Mr. Jackson is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.A. in Economics with a minor in Business Analytics from the Leeds School of Business at the University of Colorado.