Bryan Jackson 2025Bryan Jackson, CFP®
Senior Wealth Advisor

Request an Appointment | Office Information

Bryan is a Senior Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Through a refined comprehensive planning and investment management process, Bryan and his team can develop customized strategies to help clients achieve their vision of financial independence. Prior to joining Beacon Pointe, Bryan was a Managing Director for the Dallas Private Wealth Team at VisionPoint Advisory Group. A scholarship athlete, Bryan earned his BBA from James Madison University in Harrisonburg, Virginia, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Bryan currently resides in McKinney, Texas with his wife Marion and their son Bryan II and outside of the office, he stays busy as a CFP® Program Director at Southern Methodist University.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...