D.A. Davidson

Jackson Financial Advisors is a team of dedicated financial professionals committed to providing clients with wealth building strategies, investment consulting, retirement and legacy planning. Based in Pasadena, California, we specialize in working with experienced professionals and business owners whose busy lives and complex financial situations require expert advice. We strive to be the trusted long-term wealth management advisor of choice for individuals and families with complex financial needs.

Our Services

At Jackson Financial Advisors, we offer a range of services designed to help our clients organize, manage, and grow their wealth. These services include:

• Wealth Building Strategies: We work closely with our clients to develop customized wealth building strategies that align with their unique financial goals and needs. Our strategies take into account factors such as risk tolerance, time horizon, and investment objectives, and are designed to help our clients build and preserve wealth over the long term.
• Investment Consulting: Our investment consulting services are designed to help our clients make informed investment decisions that align with their financial goals. We offer a range of investment solutions, including mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and alternative investments. We work closely with our clients to develop customized investment portfolios that reflect their unique financial situation and investment objectives.
• Retirement Planning: Our retirement planning services are designed to help our clients prepare for their future financial needs. We work closely with our clients to develop customized retirement strategies that take into account factors such as their expected retirement age, income needs, and risk tolerance. Our retirement planning services include 401(k) and IRA rollovers, social security optimization, and retirement income planning.
• Legacy Planning: Our legacy planning services are designed to help our clients protect and transfer their wealth to future generations. We work closely with our clients to develop customized estate plans that reflect their unique financial situation and legacy goals. Our legacy planning services include trust and estate planning, charitable giving strategies, and wealth transfer planning.

Our Team

Our team at Jackson Financial Advisors is made up of experienced financial professionals with a passion for helping our clients achieve their financial goals. Our team includes:

• Steven C. Jackson, CWS, CPFA: Steven is a Senior Vice President and Financial Advisor with over 30 years of experience in the financial services industry. He specializes in providing comprehensive financial planning solutions for high net worth individuals and families.
• Steven C. Jackson, Jr., CFP: Steven is a Vice President and Branch Manager with over 10 years of experience in the financial services industry. He specializes in providing comprehensive financial planning solutions for high net worth individuals and families.
• Chalyda Dumayas, CWP, FPQP TM: Chalyda is a Senior Registered Financial Planning Associate with over 10 years of experience in the financial services industry. She specializes in providing comprehensive financial planning solutions for high net worth individuals and families.

At Jackson Financial Advisors, we are committed to providing our clients with the highest level of service and expertise. We believe in building long-term relationships with our clients based on trust, integrity, and transparency. If you are looking for a trusted partner to help you achieve your financial goals, we encourage you to contact us today.