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Featured Business Financial Advisor in San Luis Obispo, CA
San Luis Obispo Financial Advisors
Central Coast Wealth Management
1104 Palm St
San Luis Obispo, CA 93401
(805) 439-0371
Advisor Profile
Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®
Name:  Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®
Phone Number:  (805) 439-0371
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAP_Entity_(Website_Portal)_Solicitor_Disclosure_Statement_Template_-_WiserAdvisor_and_Jackson.pdf
" target="_blank">Disclaimer
This communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IL, IN, LA, MN, OH, SD, TX, VT, 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 risks, including possible loss of the principal invested. The financial professionals of Central Coast Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Kurt Jackson (CA insurance #0C24904) and Brianna Ferguson (CA insurance #0I66542) offer fixed insurance products and services through CES Insurance Agency or Central Coast Wealth Management. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

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

Number of Years with Current Firm:    3
Years of Experience in Financial Services:    22
States Licensed in:    AR, CA, CO, GA, IL, IN, LA, MN, OH, SD, TX, VT, WA
Insurance License#:    OC24904
Firm CRD#:    8032
CRD#:    2913769
States Willing to do Business in:    Arroyo Grande,Atascadero,Avila Beach,Cayucos,Creston,Grover Beach,Guadalupe,Los Osos,Morro Bay,Nipomo,Oceano,Pismo Beach,San Luis Obispo,Santa Maria,Templeton, Santa Barbara
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 31, Series 7
Certifications, Accreditations & Designations:    CEO/Founder, Chartered Retirement Plans Specialist (CRPS®), CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
 

Compliance

Registered Representative:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Commissions, Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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