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Kurt Jackson

Central Coast Wealth Management

1104 Palm St

San Luis Obispo, CA 93401

805-439-0371

A FULL-SERVICE FINANCIAL PLANNING FIRM FOR YOU

About Central Coast Wealth Management

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

CRD#

2913769

Firm CRD#

8032

Insurance License#

OC24904

States Licensed in

AR, CA, CO, GA, IL, IN, LA, MD, NV, OH, SD, TX, WA

Years of Experience in Financial Services

22

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®, C(k)P®, CRPS®

Securities Licenses

Series 63, Series 7, Series 31, Series 65

Insurance and Annuity Licenses

Annuity, Disability, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Education

B.S. Engineering - Davinci Engineering

Santa Clara University
1986 - 1990

M.A. Management - Management

University of Redlands
1991 - 1993

Disclosures

Disclaimer

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