Brian Jackson has over 6 years of financial industry experience in various financial operations and client services positions. He began his career at Vanguard, obtaining his Series 7 and 63 licenses while working on Vanguard’s Core Brokerage High Net Worth Team.
As a lifestyle planning specialist, Mr. Jackson leads the analysis of each client’s income, tax profile, and lifestyle budgeting. This is done through expert-based technology, some of which is proprietary.
Mr. Jackson moved to J.P. Morgan Private Bank, where he spent 3 years working as an Associate in the Rocky Mountain region in the ultra-high net worth space. When he and his fiancé decided to move back to his hometown of Denver, Colorado, he worked as a Team Leader and Manager at Robinhood where he obtained his Series 9 and 10. He joined MCM Wealth in December 2022.
Mr. Jackson now works as MCM’s Operations Manager and leads our financial planning offering through his Right Capital expertise. He is currently pursuing his CFP.
Mr. Jackson holds a B.A. in Economics and a minor in Business Analytics from the Leeds School of Business at the University of Colorado.
