Jackson Financial Management

Mercer Advisors in Newport Beach offers a unique approach to wealth management, guiding clients to view money in a new light and transition from wealth building to wealth enjoyment. With expertise in financial planning, investing, tax and estate planning, trust services, insurance coverage, and more, their team of specialists collaborates to oversee and connect all aspects of clients' financial lives.

Founded by Tracy O. Jackson, the firm brings nearly four decades of experience in the financial services industry, catering to high net worth individuals, small to medium-sized businesses, and various professions. Their dedicated wealth advisors, including James Shanton and Rudolph Brandes, provide comprehensive financial solutions to help clients achieve their long-term financial goals.

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