Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Oom Jackson

Oom Jackson

MBA, CFP®, CRPC, APMA

Financial Advisor

Managing Partner of Jackson & Pan
Learn more about Oom Jackson Visit Oom Jackson's website
Advisor photo for Edmund Pan

Edmund Pan

CFP®

Financial Advisor

Managing Partner of Jackson & Pan
Learn more about Edmund Pan Visit Edmund Pan's website


Our team

Mahek Kashyap

Mahek Kashyap

Client Service Specialist