Emily Jackson CPA

Financial Advisor
Emily is a Financial Advisor and CPA at Pacific Crest Financial Services, LLC (PCFS, LLC). She works closely with Brad to provide comprehensive investment and financial services for individuals, families, and business owners. Her areas of focus include investment and retirement strategies, insurance planning, estate and charitable giving strategies, and business succession planning. Prior to joining PCFS, Emily spent several years in public accounting and audit, where she developed a strong foundation in financial analysis, accounting, and working with businesses. She brings this financial background to her work with clients to help them navigate their broader financial picture.
 
Registrations:
 
  • FINRA Series 7 
  • FINRA 66
  • Life, disability, and long term care insurance – Washington 
Investment Adviser Representative
Emily is licensed to offer securities in Washington
 
Education:    
  • Boise State University, Bachelor of Business Administration in Accountancy
  • Boise State University, Master of Science in Accountancy