Brian Jackson
Partner, Senior Managing Director, Client Service
Brian Jackson serves as Senior Managing Director, Client Service at McMorgan & Company, bringing a rare blend of Taft-Hartley experience from both the client and advisor perspectives. Brian joined the firm in 1998 and is based in Burbank, California.
Brian’s professional background includes direct experience as both a plan administrator and trustee within the electrical industry’s benefit plan system. He began his career in a management training program with the National Electrical Contractors Association (NECA), spending seven years with NECA in San Francisco and Los Angeles. During this time, he served as Trustee for several IBEW-NECA pension and health plans with assets exceeding $1 billion, providing him with firsthand understanding of fiduciary responsibilities and plan sponsor needs. In 1994, Brian transitioned to investment management as Vice President of Sales and Marketing for American Express Asset Management before joining McMorgan.
Brian holds a BS in Business Administration from Shepherd University and an MBA from Pepperdine University. He maintains Series 7, 24, and 63 FINRA licenses.
