Brad Jackson CFP®

Brad is the founder of Pacific Crest Financial Services, LLC (PCFS, LLC).  He specializes in comprehensive wealth management for individuals, families and business owners.  This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning.  Brad has over twelve years of experience in the financial services profession.

Licenses:

  • FINRA Series 7 & 66
  • Life, disability, and long term care insurance – Nevada and Washington 

Investment Adviser Representative
Brad is licensed to offer securities in Arizona, California, Florida, Kentucky, Nevada, New York, North Dakota, Oregon, Pennsylvania, Tennessee, and Washington

Education:    

  • University of Nevada, Reno, Bachelor of Science in Finance Management
  • University of Phoenix, Reno, Master of Business Administration
     

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 

Kenneth Wang CPA

Kenneth founded KWC Accountancy Corp, formed in 1998.  With over 30 years of experience, he specializes in accounting, auditing and consulting to small businesses and individuals.  Kenneth works with Pacific Crest Financial Services to provide his clients quality financial planning and wealth care services. 

Designations: Certified Public Accountant, Washington
        
Licenses: FINRA Series 7 & 66
Investment Adviser Representative
Kenneth Wang is licensed to offer securities in California, Massachusetts, New York, Texas, and Washington

Education: University of Washington, Seattle, Bachelor of Administration in Accounting
 

Laurel Jackson CPA

Laurel has over 25 years providing accounting, auditing and consulting services to small businesses and individuals. She serves as the Wealth Management Assistant aiding with the daily operations of the business. She is a key liaison between our clients, financial advisors and broker/dealer. She also manages the internal reporting and compliance matters.  

Designations: Certified Public Accountant, Washington

Education: University of Nevada, Las Vegas, Bachelor of Science in Accounting