Brian P. Jackson
San Diego,CA
Summary
Dynamic professional with a proven track record at Northwestern Mutual, excelling in financial planning and client relationship management. Adept at analytical problem-solving, fostering relationships, driving impactful results in diverse environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
San Diego, CA
05.2023 - Current
- Onboarded more than 130 referral-based clients as August 2025
- Achieved a 45% conversion rate from initial client interviews to registered clients.
- Selected for the National Trailblazer Academy, qualified for the 2024 Excellence Award, and FastTrack Academy.
- Implemented action-driven plans and provided analysis to support client development.
- Conducted in-depth insurance evaluations, recommending suitable coverage based on identified risks.
- Educated clients on various investment options, enhancing their understanding of financial planning.
Pacific Beach Planning Group-Treasurer
City of San Diego
San Diego, CA
03.2025 - Current
- Serve on a 15-person board, providing community input into San Diego's land use decision-making processes.
- Advised City Council, Planning Commission, and decision-makers on key development issues.
- Managed general and community plan amendments effectively.
- Recommendations from these planning groups are integral to the planning process and are highly valued by the City Council.
Member of The Pacific Beach Town Council
Non Profit Organization
San Diego, CA
03.2024 - Current
- Promotes area enhancement and beautification initiatives with City Council and governing bodies.
- Facilitated organization of events to foster community engagement.
- Coordinated distribution of scholarships and awards to local students.
- Participates in diverse initiatives to enhance Pacific Beach community.
Police Officer
Town of Hamden
Hamden, CT
04.2019 - 05.2023
- Member of the Hostage Negotiation Team in the Emergency Services Unit.
- Responded to citizen calls, resolving inquiries and calming distressed situations.
- Obtained vital information from suspects and witnesses during investigations.
Police Officer
City of New Haven
New Haven, CT
04.2012 - 04.2019
- Member of the Narcotics Unit, which included conducting surveillance, writing search, and arrest warrants.
- Developing confidential informants, engaging in undercover work, interviewing suspects, and executing search warrants.
- Conducting investigations with surrounding agencies, such as the State Police, FBI, DEA, and ATF.
- Awarded two Medals of Valor in 2018.
Education
Bachelor of Science - Psychology, Criminal Justice
Roger Williams University
05.2011
Skills
- Meticulous attention to detail
- Interpersonal communication
- Financial planning
- Fixed income investment strategies
- Strategic investment planning
- Risk assessment in insurance
- Sales proficiency
- Fostering relationships
- Analytical problem-solving
- Audience engagement
- Investigation techniques
- Strong leadership qualities
- Financial analysis
Certification
- Series 6
- Series 63
- SIE
- Life & Health Insurance
- FBI Hostage Negotiation
Accomplishments
- Two Medals of Valor
Languages
Spanish
Limited
Timeline
Pacific Beach Planning Group-Treasurer
City of San Diego
03.2025 - Current
Member of The Pacific Beach Town Council
Non Profit Organization
03.2024 - Current
Financial Advisor
Northwestern Mutual
05.2023 - Current
Police Officer
Town of Hamden
04.2019 - 05.2023
Police Officer
City of New Haven
04.2012 - 04.2019
Bachelor of Science - Psychology, Criminal Justice
Roger Williams University