Brian Jackson
Advisor at MCM Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Jackson is a CFP® professional with four years of industry experience, currently serving as an advisor at MCM Wealth. His prior roles include positions at Quontic Bank, Robinhood Financial, LLC, JPMorgan Securities LLC, and The Vanguard Group. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business pension plans, family offices, other RIAs, and pooled investment vehicles, focusing on accredited investors. The firm employs a multi-asset class approach that combines traditional equity and fixed-income exposures with alternative and hedging strategies, offering customized portfolios aligned with client objectives and risk tolerances.
Client services
Based on MCM Wealth
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on MCM Wealth
Options & derivatives strategies
ESG / Sustainable investing
Private / alternative investments
Fee options
Starts at 1.1% annually, reduced to 0.6% based on asset levels; exact breakpoints not specified
$500 per hour for financial planning for clients with less than $1,000,000 in investible assets
Account minimum: $2,000,000
Location
Lakewood, CO
Most active in
Brian J has reported serving >5 clients in these states in the last 12 months.
California · Colorado
Work history
MCM Wealth
2022 - Present (4 years)
Quontic Bank
2022 - 2022 (1 year)
Unemployed
2022 - 2022 (1 year)
Robinhood Financial, LLC
2020 - 2022 (2 years)
JPMORGAN SECURITIES LLC
2018 - 2020 (2 years)
Jpmorgan Chase Bank Na
2018 - 2020 (2 years)
The Vanguard Group, Inc.
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Vail Resorts Management Company
2016 - 2017 (1 year)
PFSI/Professional Financial Specialists, Inc.
2016 - 2016 (1 year)
Northwestern Mutual
2015 - 2016 (1 year)
University of Colorado - Boulder
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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