Don and his team deliver highly customized financial and investment solutions for individuals, families, organizations, endowments and foundations. Don joined UBS in 1994 and is known for his straightforward, approachable style and client-centric approach. A client’s financial goals are the focus of everything Don does. Just as the first step in planning a journey is to select a destination, Don’s first step with clients is to identify their unique goals, tolerance for risk and their time frame. After each of these relevant factors are identified, Don develops a proper course of action to reach specific financial objectives.

In his spare time, Don enjoys spending time with family and friends and building relationships in the Tulsa community.

Recognition:

• Named by Barron’s magazine as one of the Top Financial Advisors in the United States in 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2012, 2010 and 2009
• Named by Wall Street Journal as one of the Top Financial Advisors in 2020, 2019, 2018
• Named by Forbes as one of the Best-In-State Wealth Advisors in 2020, 2019, 2018

Community Involvement:

• Frequent guest analyst for local TV and radio stations
• Leadership Tulsa Class ‘44

Education:

• Certified Investment Management Analyst (CIMA®), The Wharton School of Business
• CERTIFIED FINANCIAL PLANNER™ professional, Northeastern State University, Oklahoma
• Bachelors Degree in economics, University of Oklahoma

Licenses:

• Series 7
• Series 31
• Series 63
• Series 65

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NH, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY

Layton joined UBS following his graduation from the University of Tulsa in 2014. Layton’s focus for the team is gathering critical data from our clients for establishing financial goals, providing investment analytics and executing portfolio reviews.

He helps clients with various financial planning needs, employing a careful process of discovery, goal-setting and formulation of actionable steps to achieve specific objectives. Layton takes a practical yet philosophical view toward the investment markets, stressing a long-term horizon and a carefully constructed asset allocation strategy.

Layton recently married; he is excited and ready to begin the next chapter of his life with his lovely bride, Clarey. He is a member of Cornerstone Church. He also enjoys golfing and traveling.

 

“I enjoy that I am in a profession where we can build wealth for our clients. I wake up excited to head to work.”

Community Involvement:

• TU Buddies
• The Community Food Bank of Eastern Oklahoma
• Cystic Fibrosis Foundation
• The University of Tulsa Friends of Finance

Education:

• Bachelor of Science in business administration, University of Tulsa

Licenses:

• Series 7
• Series 66

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NH, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY

Andie is the primary point of contact for all client inquires and service-related needs. She manages all operations for the team, including onboarding, account openings, asset disbursement, along with a variety of technical and administrative responsibilities. Her integral role on the team helps ensure seamless communications and operations for our clients.

Andie joined UBS in 2000 and has worked with Don Jackson’s team from the outset. She began in the financial services industry in 1997 as an Operations Clerk for Frost National Bank in Fort Worth, TX, later moving to Merrill Lynch. Andie is known for her “can do” approach, strong service ethic and her natural inclination to assist others. She is proud to help individuals and families of all generations make positive financial decisions that enrich their lives, help them realize their true potential and fulfill their dreams.

In her spare time, Andie enjoys spending time with her daughter Alexis, shopping for the perfect shoe, painting and traveling.

Licenses:

• Series 7
• Series 66

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, ME, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA

Cheryl is the newest member of The Jackson Group.  As our teams Business Development Specialist, she is responsible for our branding, strategic partnerships, and our client's overall experience with The Jackson Group.  Cheryl is the point person for all client and prospective client events and campaigns. Organized and process-driven, she truly enjoys planning special events to show our clients how much they mean to us.

Cheryl began her financial career at American Century Investments in October of 1996. Over the last 20+ years the financial institutions and daily tasks may have changed, but her primary focus of delivering an exceptional customer service experience was always top of mind.

Cheryl is a Kansas City, MO native who moved to Tulsa in the summer 2006 with her husband, Mark. On most evenings and weekends, she can be found at an ice rink supporting her daughter Mollie's competitive figure skating career.

Education:

• Bachelor of Science in speech communication, Central Missouri State University

Licenses:

• Series 6
• Series 7
• Series 9
• Series 10
• Series 24
• Series 63
• Series 66

Registered States:
OK, TX