Kameron Ray Jackson

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 02/2023
  Liberty Wealth Management, Llc
  Oakland, CA
• 02/2023 → 01/2025
  Liberty Wealth Management, Llc
  Oakland, CA
• 02/2022 → 06/2022
  The Utility Reform Network
  San Francisco, CA
• 02/2012 → 02/2022
  Student
  Oakland, CA
• 01/2025 → 08/2025
  Liberty Wealth Management, Llc
  Oakland, CA
• 08/2025 → Present
  Liberty Wealth Management, Llc
  Oakland, CA

Other Businesses

1. Name of outside business or organization: Lifetime Planning Marketing, Inc., Address: 411 30th Street, 2nd Floor, Oakland, CA 94609, Title: Insurance agent, Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities, Start date: 07/2022, Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours. 2. Name of outside business or organization: Rental Property, Address: Warrensville Heights, OH44128, Title: Property owner, Description of outside business or organization: Passive rental income from property ownership. Description of duties or responsibilities: N/A, Start date: 11//2022, Hours devoted to OBA monthly: 0 hours during trading hours / 4 hours during non-trading hours. 3. Name of outside business or organization: SL8 Investments, LLC Address: 10080 East Mountainview Lake Drive, Suite 244, Scottdale, AZ 85258 Title: Member Description of outside business or organization: Investment-related privately held company formed to invest in limited partnership interests of private investment opportunities. Description of duties or responsibilities: Locate and determine the best acquisitions based on our investment criteria Start date: 04/2023 Hours devoted to OBA monthly: 0 hours during trading hours / 10 hours during non-trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-18