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An Ameriprise Platinum Financial Services® Practice

 
 
Oom Jackson Ameriprise Financial Advisor

Oom Jackson

MBA, CRPC®, CFP®

Financial Advisor

Associate Vice President

We shape financial solutions for a lifetime.®

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415.743.9840

tuangporn.t.jackson@ampf.com

 
 

7

Years of Experience

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Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Office Location

180 Montgomery St
Ste 1700
San Francisco, CA 94104-4234
Map Phone: 415.743.9840 Fax: 415.288.7337

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 3 p.m.

Please call ahead to make an appointment at (415) 743-9883.

Awards & Recognition

  • Ameriprise Circle of Success, 2006, 2007, 2010

Professional Networks

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Education

  • MBA - Suffolk University, Boston, MA - 2004
  • BBA - Bangkok University, Bangkok, Thailand - 1997

My Approach

I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Tax Planning Strategies

Interests

    • My passions include travel (international & domestic), cultural education, exotic food, family, friend, and the game of golf.
    • Every summer, my husband and I indulge in wine tasting in Napa and Anderson Valleys.

Community Participation

Organizer of a fundraiser for Thai Flood Victims 2011

Chinatown Community Development Center

Executive Women's Golf Association

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct business in MN, DC, SD, PA, MD, LA, MA, HI, WA, NJ, NY.

CA Insurance #0E81135

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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