The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker dealer (Commonwealth Financial Network.) to focus on high net worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation strategies*
*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.
General Information |
| Firm Start Year: | 2008 | |
| No.of Employees: | 2-4 | |
| Insurance License#: | OC24904 |
| States Licensed in: | AR, CA, CO, GA, IL, IN, LA, MD, NV, OH, SD, TX, WA |
| Number of Years with Current Firm: | 12 |
Services |
| I can meet clients in the following ways: | At your home, Video Conference, At my office, At your office, Via Email, Via Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Disability, Health, Life, Variable Annuity, Long Term Care, Variable Life |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Commissions, Flat Fee, Based on Assets |
| Organization: | Varian Ranch HOA Arroyo Grande, CA |
| Position : | President |
| Organization: | Foundation for the Performing Arts Center San Luis Obispo, CA |
| Position : | Member |
| B.S. Engineering - Davinci Engineering |
Santa Clara University - Santa Clara, CA
1986- 1990 |
| M.A. Management - Management |
University of Redlands - Redlands, CA
1991- 1993 |
This communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IL, IN, LA, NV, OH, SD, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA- insured, are not guaranteed by a bank/ financial institution, and are subject to risk, including possible loss of principal invested. Kurt Jackson is a Registered Representative and Investment Advisor Representative with/ and offers securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/ www.SIPC.com , a Registered Investment Adviser. Kurt Jackson (CA insurance #0C24904) offer fixed insurance products and services through CES Insurance Agency or Central Coast Wealth Management. 1104 Palm Street, San Luis Obispo, CA 93401. (805) 439-0370. www.commonwealth.com/termsofuse.html
In 2005, Kurt and his family found a home in Arroyo Grande, where they established roots to become permanent members of the Central Coast. He has served as the HOA president of Varian Ranch and on the Board of Directors for the Foundation for the Performing Arts Center (FPAC) in San Luis Obispo. He was featured on the cover of the San Luis Obispo New Times in 2005 for installing a solar system on his current house. He has also been quoted in several industry publications. Kurt was one of fewer than 40 financial advisors in the nation asked to be a founding lecturer at the Retirement Advisor University at UCLA Anderson School of Management Executive Education in 2010. He attained his CERTIFIED FINANCIAL PLANNERTM certification in 2012 and the Certified 401(k) Professional (C(k)P®) designation in 2013. Kurt uses his passion for finding deals to help clients with their investments, retirement planning, and liabilities. Besides traveling, Kurt likes to spend time with his family and appreciate all that the Central Coast has to offerincluding the local wines and open spaces. Through Commonwealth Financial Network®, Kurt maintains the following FINRA securities registrations: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam). Kurt Jackson is proud to have been recognized as a President's Club advisor for 2017 a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Wealth Management |
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Partner with an expert No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden Create a comprehensive plan By exploring each module in detail, well determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, well assemble an implementation plan for your financial future. Support your financial goals Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. |
Financial Planning for Businesses |
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Central Coast 401(k) strives to minimize a plan sponsors efforts in running a successful retirement program by simplifying the process. Take advantage of the most efficient platform for your needs, including fiduciary liabilities, financial wellness programs, 1-on-1 guidance, and more. |
Financial Planning for Individuals |
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We work with multi-generational high-net-worth families to help them take the complex world of financial affairs and make them simple. We communicate with our clients in a language that they can understand, and we teach versus lecture. |
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| Arroyo Grande | Atascadero |
| Avila Beach | Cayucos |
| Creston | Grover Beach |
| Guadalupe | Los Osos |
| Morro Bay | Nipomo |
| Oceano | Pismo Beach |
| San Luis Obispo | Santa Maria |
| Templeton | Santa Barbara |
| Check | Bank Transfer |
Warren City Schools Hall of Fame
(01/01/2013)
Inducted into the Warren City Schools Hall of Fame in Warren, Ohio. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.
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