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First Responders have unique planning needs

Plan Smart. Live Better.

A Brighter Tomorrow Starts with a Solid Plan

Plan Smart. Live Better.

Retirement Should Be This Peaceful—Let’s Make It Happen

Plan Smart. Live Better.

Investments & Wealth Institute® and
SEI Investment Company.

Plan Smart. Live Better.

My Story:

From The Front Lines to Financial Security.

Gregory S Jackson

As a lifelong resident of South Los Angeles, my values are rooted in community and service. Before entering the financial sector, I spent nine years as an Emergency Medical Technician, delivering critical care in high-pressure situations—an experience that shaped my calm, decisive approach. I subsequently served 27 years as a Custody Officer with the Los Angeles County Sheriff’s Department, responsible for safety and supervision within the jail system. Off duty, I am dedicated to my family—proudly married for over 30 years, with three sons and seven grandchildren.

California Insurance License #0B21055

Who I Serve

Your Financial Quarterback

I specialize in partnering with first responders, working professionals, pre-retirees, and retirees — with a particular expertise in the unique financial challenges faced by those who serve our communities. My background means I don't just understand your balance sheet; I understand your unique demands, pension complexities, and the pressure you live under. While this is my primary focus, my deep experience and specialized expertise — particularly in retirement and investment management — are equally valuable to other dedicated individuals and families who are seeking clarity, unbiased advice, and a comprehensive strategy for their financial future. I act as your personal Financial Quarterback, ensuring all the pieces are working together seamlessly to help you reach your goals.

  + years of financial industry experience.

  Advanced financial industry certifications.

  + with L.A. County Sheriff’s Dept.

  + as an EMT.

My Commitment to

My Clients

I offer comprehensive retirement planning, investment planning, financial planning, risk management, cash management, and through my strategic partnerships, can assist clients with tax management and estate planning needs.

Our Services

Client-Focused Approach

Every client is unique, and so are their financial aspirations. I take the time to understand your individual circumstances, goals, and risk tolerance to craft personalized strategies that align with your objectives. Whether you are planning for retirement, managing investments, or seeking overall financial organization, I strive to simplify complex topics, making them accessible so you can make well-informed decisions.

Retirement Planning

We work with you to create a personalized retirement strategy designed to help you transition with confidence. From income distribution planning to evaluating retirement savings options, our goal is to help you feel prepared for life’s next stage.

Investment Management

Our investment approach is tailored to your goals, time horizon, and risk tolerance. We provide ongoing monitoring, asset allocation strategies, and disciplined oversight to help keep your portfolio aligned with your objectives.

Risk Management

Protecting what matters most is an important part of a strong financial plan. We’ll review potential risks and discuss strategies—such as insurance solutions and income protection—that can help provide greater financial security for you and your family.

Tax Management

Tax management plays an important role in your overall financial strategy. We help identify tax-efficient planning opportunities related to investments, retirement income, and financial decisions to support your long-term goals.

Financial Planning

From budgeting and savings strategies to preparing for life’s big milestones, we offer comprehensive financial planning services that adapt to your unique needs. Whether planning for a family, education, or overall financial wellness, your goals guide the plan.

Fiduciary Advice

As a fiduciary, our responsibility is to put your best interests first when making recommendations. We provide objective, transparent guidance to help you evaluate options and make informed decisions with clarity and confidence.

Monthly Newsletter

The Clarity Letter

The Clarity Letter is a monthly newsletter for those who value thoughtful financial guidance and a clearer view of what matters most. Through timely commentary and practical insight, it helps bring focus to your financial decisions and confidence to your long-term planning.

Subscribe to receive the latest issue, delivered right to your inbox each month.

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Past Newsletters

The Clarity Letter Archive

May 2026

Read the newsletter

Highlights

From Industry Leaders

Staying informed is an important part of making confident financial decisions. In this section, you’ll find carefully selected articles from leading financial publishers across the industry. These resources are designed to provide timely insights, market perspectives, and educational content to help you stay up to date with the latest trends and developments.
 

Insights

Educational Resources

Empowering you to make informed financial decisions is a priority. Explore our educational resources to find guidance, practical tools, and up-to-date information to support you on your financial journey.

Videos

Watch our short, informative videos to learn more about key financial topics, planning strategies, and the basics of investing—available anytime to help you build your financial knowledge.

Watch our videos

Calculators

Use our easy-to-navigate financial calculators to estimate savings, plan for retirement, or explore different scenarios. These tools are designed to help you better understand and manage your personal finances.

Expolore our Calculators

Research Articles

Stay informed with our free Research Articles, featuring the latest financial news, timely tips, and educational articles delivered right to your inbox.

Read this week's Newsletter

FAQs

Got Questions

Have questions about working together or what to expect from my financial advisory services? Below are answers to some of the most common inquiries from clients. If you don’t see your question here, please feel free to reach out—I’m always happy to help.
What is a fiduciary and how does it benefit me as your client?

A fiduciary is required to act in your best interest at all times when providing financial advice. As a fiduciary, my goal is to offer objective guidance and transparent recommendations tailored to your unique needs, so you can feel confident your interests are the priority.

What types of clients do you typically work with?

I work with individuals, families, and business owners who are seeking to organize, grow, and protect their financial resources. My clients often include those planning for retirement, managing investments, or looking for guidance on employer-sponsored plans.

How are you compensated for your financial advisory services?

Compensation depends on the specific services provided and may include fees, commissions, or a combination of both. I am always transparent about costs and will discuss all fee structures with you before we begin any engagement.

Contact

Get in Touch

I'm a listener first. Whether you have questions or simply don't know where to start — reach out. No pressure, no agenda. Just an honest conversation about your financial future.
I look forward to hearing from you.

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Office Location

1922 W 82nd St.
Los Angeles, CA. 90047

Phone

213.262.5541

Email

greg@nxswma.com

Get Started Today

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck