Prospera Financial Services
45yrs
Top advisor by experience in Redlands
43yrs
Reginald Jackson
Financial advisor at Osaic Wealth
Reginald Jackson has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Redlands, California. Reginald has been with Osaic Wealth since 2004. Reginald holds the CFP® designation.
One of 124 advisors with offices in Redlands, and one of 107 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in California
Office1710 Plum Lane Suite E, Redlands, CA 92374
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowOsaic Wealth, Inc.Current firm
- 2003 – nowNWF Advisory Services Inc.Current
Contact Reginald
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Reginald. 1710 Plum Lane Suite ERedlands, CA 92374Office · Get directions
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Questions to ask Reginald
Tailored to Reginald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Reginald
How do I contact Reginald?
Call Osaic Wealth at (800) 821-5100 and ask for Reginald Jackson. Reginald works from the Redlands, CA office.
How long has Reginald been a financial advisor?
Reginald has been in the industry since 1983, about 43 years. Top 1% by experience in California.
What licenses does Reginald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Reginald a fiduciary?
Reginald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Reginald paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Reginald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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