Nathan Jackson

Nathan Jackson

Investment Advisor



Nathan has more than 6 years of experience in the financial services industry. He is passionate about helping clients work toward their financial goals. Nathan likes to get to know people’s stories and utilizes that information to develop a financial strategy. He believes that a frequently reviewed financial plan will give the best chance of success.

Nathan graduated from the University of Utah with a Bachelor’s Degree in Economics. He has obtained his Series 7, 66, and Life/Health insurance licenses. At a young age he learned how to invest, pay off debt, and plan for financial success.

In his spare time, he enjoys staying active by shredding on a snowboard and trying to keep up at CrossFit.

Favorite Quote -- “If you fail to plan, you are planning to fail” – Benjamin Franklin

ADV Part 2B