MCM Wealth Team

Brian Jackson

Operations Manager

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.
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 wife 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 system that incorporates a wide variety of income, risk, budget, tax, charitable giving, and estate planning inputs for setting financial goals. 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.