- Best-In-State Wealth AdvisorsForbes, 2020-2021
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- Wealth Management Experience Since 1996Dean Jackson is a Managing Director and Wealth Manager at First Republic Investment Management. He was a partner at Constellation Wealth Advisors, which was acquired by First Republic Bank in 2015. Mr. Jackson serves as a member of the Investment Committee of the former Constellation team at First Republic, where he assists the group in building portfolios that implement sophisticated strategies across all asset classes, including equity, fixed income, alternative investments (both hedged vehicles and private equity) and real assets. Throughout his career, Mr. Jackson has been advising successful entrepreneurs, institutional investors and technology executives, starting at Merrill Lynch in 1996. Mr. Jackson focuses on providing comprehensive financial guidance that includes tax and estate planning, strategic lending, charitable giving and wealth preservation to the families he works with.
- Professional DesignationHe also is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMr. Jackson earned a Bachelor of Arts with honors in Economics from the University of California at Irvine.