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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Oliff Jackson is a financial advisor at Mercer Global Advisors Inc. Jackson has been in the industry since 1987 and has experience in investment advisory, securities, and insurance. Jackson has earned the Certified Financial Planner designation and is a registered investment advisor in California and Texas. Jackson's previous experience includes working at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and American Express Financial Advisors Inc. Jackson is located in Denver, Colorado and can be reached through Mercer Global Advisors Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/07/2019 - Present
Mercer Global Advisors Inc. (Newport Beach CA)
CA
10/09/2009 - 09/12/2014
PURSHE KAPLAN STERLING INVESTMENTS (COSTA MESA CA)
CA
09/13/1991 - 10/14/2009
FSC SECURITIES CORPORATION (COSTA MESA CA)
MN
10/20/1987 - 09/20/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 11/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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