Samantha Jackson Email and Phone Number
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
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Partner | Investment Advisor RepresentativeSovran Advisors Feb 2024 - Present -
Managing Director, Registered Principal & Investment Advisor RepresentativeGreater Pacific Solutions Mar 2019 - Feb 2024Costa Mesa, California, Us -
Senior Development Manager/PartnerNylife Securities Llc Feb 2011 - Apr 2018 -
Financial Services ProfessionalNylife Securities Llc Apr 2008 - Feb 2011 -
Owner/Designated BrokerSuperstition Springs Properties 2000 - 2008
Samantha Jackson Skills
Samantha Jackson Education Details
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The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Samantha Jackson
What company does Samantha Jackson work for?
Samantha Jackson works for Sovran Advisors
What is Samantha Jackson's role at the current company?
Samantha Jackson's current role is Partner | Investment Advisor Representative.
What schools did Samantha Jackson attend?
Samantha Jackson attended The American College Of Financial Services.
What skills is Samantha Jackson known for?
Samantha Jackson has skills like Estate Planning, Fixed Annuities, Insurance, Retirement Planning, Sales, Investments, Mentoring, Career Development, Financial Services, Life Insurance, Mutual Funds, Agent Development.
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