Jackson Staples
Client Service Associate
Jackson is a Client Service Associate at the Beacon Pointe San Jose office, where he supports the investment and wealth management teams in delivering a high-quality service experience for clients. His responsibilities include assisting with account administration, facilitating paperwork for new and existing accounts, money transfers, and maintaining effective client communication. He earned his Bachelor of Arts degree in General Social Science with a focus on Applied Business and Economics from the University of Oregon. Prior to Beacon Pointe, Jackson took an internship at Elevation Wealth Management in Walnut Creek, CA. In his free time, Jackson enjoys volunteering, cheering on the 49ers and Warriors, playing golf, hiking, and spending quality time with family and friends.
