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Samantha Jackson Email & Phone Number

Partner | Investment Advisor Representative at Sovran Advisors
Location: Los Angeles, California, United States 5 work roles 1 school
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Current company
Role
Partner | Investment Advisor Representative
Location
Los Angeles, California, United States

Who is Samantha Jackson? Overview

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Quick answer

Samantha Jackson is listed as Partner | Investment Advisor Representative at Sovran Advisors, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Samantha Jackson.

Samantha Jackson previously worked as Managing Director, Registered Principal & Investment Advisor Representative at Greater Pacific Solutions and Senior Development Manager/Partner at Nylife Securities Llc. Samantha Jackson holds Clu, Lutcf, Financial Planning And Services from The American College Of Financial Services.

Company email context

Email format at Sovran Advisors

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Sovran Advisors

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Profile bio

About Samantha Jackson

Sovran Advisors exists is to give advisors freedom beyond autonomy. We are an independent RIA providing an exceptionally integrated best-of-class advisor/client tech stack, proven turn-key marketing, “family office” advisor services (entity formation, bookkeeping, tax, etc.), practice acquisition/succession programs, high-value portfolio management services, full Gen 1 and Gen 2 fee-for-service Financial Planning support, and advisor equity participation. Generous comp and transition packages for qualified advisors.Be in command. Be Sovran.Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Insurance Services, CA insurance license #6010514. Sovran and Cetera are not affiliated and under separate ownership from any other named entity. 150 S. Los Robles Ave., Suite 750 Pasadena, CA 91101

Listed skills include Estate Planning, Fixed Annuities, Insurance, Retirement Planning, and 17 others.

Current workplace

Samantha Jackson's current company

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Sovran Advisors
Sovran Advisors
Partner | Investment Advisor Representative
AeroLeads page
5 roles · 27 years

Samantha Jackson work experience

A career timeline built from the work history available for this profile.

Partner | Investment Advisor Representative

Current
Feb 2024 - Present

Managing Director, Registered Principal & Investment Advisor Representative

Costa Mesa, California, Us

Mar 2019 - Feb 2024

Owner/Designated Broker

Superstition Springs Properties
2000 - 2008 ~8 yrs
1 education record

Samantha Jackson education

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
FAQ

Frequently asked questions about Samantha Jackson

Quick answers generated from the profile data available on this page.

What company does Samantha Jackson work for?

Samantha Jackson works for Sovran Advisors.

What is Samantha Jackson's role at Sovran Advisors?

Samantha Jackson is listed as Partner | Investment Advisor Representative at Sovran Advisors.

Where is Samantha Jackson based?

Samantha Jackson is based in Los Angeles, California, United States while working with Sovran Advisors.

What companies has Samantha Jackson worked for?

Samantha Jackson has worked for Sovran Advisors, Greater Pacific Solutions, Nylife Securities Llc, and Superstition Springs Properties.

How can I contact Samantha Jackson?

You can use AeroLeads to view verified contact signals for Samantha Jackson at Sovran Advisors, including work email, phone, and LinkedIn data when available.

What schools did Samantha Jackson attend?

Samantha Jackson holds Clu, Lutcf, Financial Planning And Services from The American College Of Financial Services.

What skills is Samantha Jackson known for?

Samantha Jackson is listed with skills including Estate Planning, Fixed Annuities, Insurance, Retirement Planning, Sales, Investments, Mentoring, and Career Development.

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