Rex Jackson

Financial Advisor

Phone: 909-748-0033
Fax: 909-748-0088
E-mail: Rex.Jackson@ieia.net

Rex A. Jackson
 

Objectives:              My expertise is in the areas of wealth creation and wealth preservation.  Striving to accomplish these goals through the utilization of insurance, annuities and mutual fund programs for business owners as well as individuals, non-profit organizations and municipalities.  We also provide tailored financial plans for college, retirement and other personal cyclic life needs.

Experience:             Rex has been in the financial services industry for 26 years, having started with Merrill Lynch in 1977.  His client base was more than $57 million in assets until 1987.  In May 1987 he was named the branch manager of the Upland office, where he was responsible for 12 financial consultants, six administrative assistants and $310 million in assets.  He remained in management until 1989, at which time he moved to the San Bernardino Merrill Lynch office, where he remained until his voluntary resignation in 1992 to form his own company.

Affiliations:               American Heart Association, Riverside Chapter, Board of Directors 1983-1987.
American Heart Association, San Bernardino Chapter, Board of Directors 1982-1992.
Chaffey College, Community Advisory Committee 1989-1990.
Greater Ontario Leadership Development, GOLD Program 1989.
LeRoy’s Boys Home Planned Giving Committee, Chairman 1991-93.
St. Bernardine’s Hospital Foundation, Vice Chairman Finance and Investment Committee 1995-1996.
International Association of Financial Planners.
National Tax-Sheltered Annuity Association.
Redlands Chamber of Commerce, Leadership Program.
California State University - San Bernardino, Investment Committee, Foundation Board Member.

Education:               California State Polytechnic – Pomona, California, Bachelor of Science, 1976.

Personal:                  Primary interests apart from business include family activities, tennis, golf and reading.