Meet Our Team

Andrew Jackson Financial Advisor has 10 years of financial industry experience, beginning his career at a Wells Fargo Bank branch in 2014. Andrew studied at the University of Colorado where he majored in Business with an emphasis in Finance.

In 2015 he joined Transamerica Corporation in Denver, CO where he worked in the Annuity sales department and obtained his FINRA Series 6, Series 63, and State insurance registration. After Transamerica, Andrew joined Nuveen in 2020 and worked on the product distribution team while obtaining his Series 7 and Series 65.

In 2024 Andrew moved back to Orange County to join The Jackson Wealth Management Group of Wells Fargo Advisors as a Financial Advisor.

Andrew grew up playing travel ice hockey and lacrosse in Orange County, CA. Outside of the office he enjoys playing hockey, watching and attending sporting events, golfing, concerts, and spending time with friends and family.

CA Insurance License #: 4376846, Resident State CA

Tina is a registered Senior Registered Client Associate for the Jackson Wealth Management Group of Wells Fargo Advisors. She began her career in the financial services industry in 1985 and joined Richard Jackson, CFP^®, Managing Director-Investments in 1990. Her administrative experience is critical in helping our clients resolve all administrative requests in a timely and professional manner. 

CA Insurance License # 0D10391. Resident State: CA