In order to determine if a lifelong, sometimes multi-generational relationship with potential financial advisors and their firm is prudent, it helps to know the background of individuals assisting you in financial matters. High-net-worth individuals demand “one-stop shopping” where they can trust that their advisor will be experienced and knowledgeable in all aspects of wealth management. We believe that very few financial advisors have the experience to serve as a client’s personal CFO.
Below is an executive summary of experiences of Kurt Jackson, the founder of Central Coast Wealth Management.
1968–1986 Childhood in Warren, Ohio; graduated salutatorian from Warren Western Reserve High School in 1986.
1986–1990 Attended Santa Clara University on a Navy ROTC Scholarship through UC Berkeley. Graduated with a BS in Engineering from the DaVinci (Honors) Engineering Program at Santa Clara University and was commissioned as a Naval Officer in June 1990.
1990–1993 Naval officer in Coronado and San Diego. Machinery Division Officer on the USS Marvin Shields (FF-1066) and Anti-Submarine Warfare Officer on the USS Reasoner (FF-1063). Graduated with an MA in Management from the University of Redlands (while on active duty) in 1993.
1993–1995 Inside Sales Engineer for Westinghouse Motor Company in Round Rock, Texas. In 1993, Kurt met his wife, Melissa, whom he married in December 1996.
1995–1997 National Accounts and Beverage Accounts Representative with Rehrig Pacific Company in Lawrenceville, Georgia; territory of Georgia, Florida, and North and South Carolina, and serviced; Pepsi and Coca-Cola corporate accounts.
1997–2001 Financial Consultant/Sr. Financial Advisor with Merrill Lynch in Santa Barbara, California (daughter Madeleine born in 1998); began a partnership with another advisor at Merrill Lynch; moved to the Merrill Lynch office in San Luis Obispo.
2001–2002 Sr. Financial Advisor with Merrill Lynch in San Luis Obispo (daughter Chloe born in 2001). Kurt and his team were recruited by UBS/PaineWebber to help start an office in San Luis Obispo.
2002–2008 VP-Investments with UBS Financial Services in San Luis Obispo (son Benjamin born in 2003).
January 8, 2008 Understanding that the high-net-worth individual prefers to work with a single primary financial advisor in addition to his or her CPA and attorney, Kurt left UBS to establish Central Coast Wealth Management, LLC, in January 2008—a firm that he plans to be associated with for the rest of his life.
In 2005, Kurt and his family found a home in Arroyo Grande, where they established roots to become permanent members of the Central Coast. He has served as the HOA president of Varian Ranch and on the Board of Directors for the Foundation for the Performing Arts Center (FPAC) in San Luis Obispo. He was featured on the cover of the San Luis Obispo New Times in 2005 for installing a solar system on his current house. He has also been quoted in several industry publications.
Kurt was one of fewer than 40 financial advisors in the nation asked to be a founding lecturer at the Retirement Advisor University at UCLA Anderson School of Management Executive Education in 2010. He attained his CERTIFIED FINANCIAL PLANNERTM certification in 2012 and the Certified 401(k) Professional (C(k)P®) designation in 2013.
Kurt uses this passion for deals to help clients with their investments, retirement planning, and liabilities. Besides traveling, Kurt likes to spend time with his family and appreciate all that the Central Coast has to offer—including the local wines and open spaces.
Through Commonwealth Financial Network®, Kurt maintains the following FINRA securities registrations: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam).
Kurt Jackson is proud to have been recognized as a President's Club advisor for 2017—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.