Tracy Oliff Jackson

Current Employers

Employment History

• 09/1995 → 03/2020
  Jackson Financial Management
  Costa Mesa, CA
• 08/2019 → 06/2021
  Mercer Global Advisors Inc.
  Costa Mesa, CA
• 06/2021 → 01/2026
  Mercer Global Advisors Inc.
  Costa Mesa, CA
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Newport Beach, CA

Previous Registrations

• 1995-10-10 → 2020-03-27
  Jackson Financial Management
  Costa Mesa, CA
  Newport Beach, CA
• 1994-06-01 → 2009-10-14
  Fsc Securities Corporation
  Costa Mesa, CA

Other Businesses

1.) Enhanced Insurance Services (dba Advanced Design Insurance Services); Investment-related; 19273 Canyon Drive, Villa Park, CA 92861; Sale of Insurance and insurance-related products; Tracy Jackson is a licensed insurance agent and recommends the purchase of certain insurance-related products on a commission basis. He holds an active insurance license in the following states: California, Arizona, Pennsylvania, Texas, Washington, and South Carolina; 08/01/2019; 6hrs. per month; Recommendation and sale of insurance-related products to clients. 2.) Enhanced Solutions, LLC; Investment-related; 19273 Canyon Drive, Villa Park, CA 92861; M&A consulting; Consultant; 08/02/2019; 1hr. per month; Identification and consultation with potential candidates for a potential merger or acquisition with Mercer Global Advisors, Inc. 3.) Evans Pens; Non-investment related; 19273 Canyon Drive, Villa Park, CA 92861; Wood working; Owner; 03/01/2020; 2hrs. per month; Sale of homemade pens.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-19
• S63 Uniform Securities Agent State Law Examination
  1989-05-15

Designations