Samantha  Jackson

Samantha Jackson Email and Phone Number

Partner | Investment Advisor Representative @ Sovran Advisors
Samantha Jackson's Location
Los Angeles, California, United States, United States
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

Samantha Jackson's Current Company Details
Sovran Advisors

Sovran Advisors

View
Partner | Investment Advisor Representative
Samantha Jackson Work Experience Details
  • Sovran Advisors
    Partner | Investment Advisor Representative
    Sovran Advisors Feb 2024 - Present
  • Greater Pacific Solutions
    Managing Director, Registered Principal & Investment Advisor Representative
    Greater Pacific Solutions Mar 2019 - Feb 2024
    Costa Mesa, California, Us
  • Nylife Securities Llc
    Senior Development Manager/Partner
    Nylife Securities Llc Feb 2011 - Apr 2018
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Apr 2008 - Feb 2011
  • Superstition Springs Properties
    Owner/Designated Broker
    Superstition Springs Properties 2000 - 2008

Samantha Jackson Skills

Estate Planning Fixed Annuities Insurance Retirement Planning Sales Investments Mentoring Career Development Financial Services Life Insurance Mutual Funds Agent Development Business Planning Agent Coaching Disability Insurance Financial Analysis Term Life Insurance Retirement Series 7 Securities Legacy Planning

Samantha Jackson Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial 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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