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.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
Insurance License#
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
I am an acknowledged fiduciary
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
B.S. Engineering - Davinci Engineering
M.A. Management - Management
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