Brad Jackson CFP®
Brad is the founder of Pacific Crest Financial Services, LLC (PCFS, LLC). He specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Brad has over twelve years of experience in the financial services profession.
Licenses:
- FINRA Series 7 & 66
- Life, disability, and long term care insurance – Nevada and Washington
Investment Adviser Representative
Brad is licensed to offer securities in Arizona, California, Florida, Kentucky, Nevada, New York, North Dakota, Oregon, Pennsylvania, Tennessee, and Washington
Education:
- University of Nevada, Reno, Bachelor of Science in Finance Management
- University of Phoenix, Reno, Master of Business Administration
