Rex A. Jackson, AIF® - SafeMoney.com

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California

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IE Invests Owner
Address:
104 E. Olive Ave. Ste. 201 Redlands CA 92373

Phone: 909-754-7365

Mobile: 909-748-0033

Website:

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Practice Areas:

  • Custom design of medical and health benefit packages
  • Disability protection/Long-term care
  • 401k and professional fiduciary compliance and certification

 

PROFESSIONAL EXPERIENCE

Rex A. Jackson, AIF®, owner and founder of Inland Empire Investments, represents small- to mid-size business owners, individuals and entrepreneurs.

He entered the industry in July, 1977 with Merrill Lynch, in Riverside, CA, where he built his practice to $57 million in assets under management (AUM). In May, 1987, Mr. Jackson served as branch manager of the Upland, CA branch office. He was responsible for 12 – 14 financial consultants, a staff of 6 administrative assistants and $310 million in AUM. This tenure continued through May, 1989. At this time he went back into production until October, 1992. Rex founded his own company at this time, Inland Empire Investments.

Since Mr. Jackson is both an advisor and a business owner, he counsels from a business context. Clients frequently comment that they appreciate his approach to problem-solving and that his proposed solutions look distinctively different than one might see from more “generic” advisors.

Although Mr. Jackson’s practice consists of counseling clients on business succession planning, 401k plan sponsors oversite, compliance and fiduciary obligations. Mr. Jackson is sensitive to the needs of protecting and growing retirement income, estate planning, succession planning, wealth accumulation with tax advantages, asset protection, custom design of medical and health benefit packages to help businesses better control and manage these expenses, disability protection, long-term care for individuals and groups, 401k co-fiduciary oversite to help plan sponsors mitigate personal liability.

As an Accredited Investment Fiduciary® (AIF®), Mr. Jackson is in the top 1.1 percentile of his peers for his certification as a co-fiduciary for investment portfolios. This includes Department of Labor, Uniform Prudent Investors Act (UPIA), Municipal Professional Employers System (MPERS), ERISA, SB1550, State and/or Court Approved Trusts, Private Trusts (Special Needs Trusts).

AREAS OF PRACTICE

  • Income and Asset Protection
  • Whealthcare Planning
  • Multi-Benefits Combination Plan
  • Traditional Mortgage Alternatives
  • Credit Card Modification
  • College Debt Modification
  • Annuity & Insurance Evaluation Services

AWARDS AND RECOGNITION

  • President’s Club: Merrill Lynch, Pierce, Fenner & Smith, 1981 – 1985
  • Chairman’s Club 1986-1992 


EDUCATION

  • Bachelor of Science, California Polytechnic University, Pomona - 1976
  • MBEP: Tuck Business School, Dartmouth University – 2005
  • Accredited Investment Fiduciary, Center for Fiduciary Studies in Association with the University of Pittsburg, Joseph M. Katz, Graduate School of Business – 2009


MEMBERSHIPS AND ACTIVITIES


American Heart Association, Riverside Chapter, Board of Directors, 1983-1987; San Bernardino Chapter, Board of Directors, 1982-1992; Chaffey College, Community Advisory Committee, 1989-1990; Greater Ontario Leadership Development (GOLD) Program, 1989; LeRoy Boys’

Home, LaVerne, CA, Planned Giving Committee, Chairman, 1991-1993; St. Bernadine’s Hospital Foundation, Finance and Investment Committee, Vice Chairman, 1995-1996; International Association for Financial Planning (IAFP); National Tax Sheltered Annuity Association (NTSAA).; Redlands Chamber of Commerce, Leadership Program; Member California State University San Bernardino Investment Committee and Foundation Board Member; Named Businessman of the Year-2005 Southern Section by the California Black Chamber of Commerce; Advisory Board Member Four D College

LECTURES, NEWS AND SPEAKING ENGAGEMENTS

  • “Retirement Planning In Indian Country” Co-sponsored 15th National Native American Investment Conference in Las Vegas – May 2008. Co-sponsored by Bank of America, Credit Suisse and Inland Empire Investments.
  • Corporate sponsor and featured speaker at Alpha Kappa Alpha’s 83rd Regional Conference in Palm Springs, CA – June 2008. Co-corporate sponsor along with San Manual Indians.
  • Breakout speaking topic: “Women, Money & Power”. This was a regional conference attended by 1000 members of a 200,000 national one hundred year old sorority of regional professional and college graduated women. Co-sponsored by Allianz of Germany.
  • National spokesperson for Merrill Lynch rollout of state of the art new service – Cash Management Account (CMA) – 1979 – 1980. Provided sales training to northeastern sales force in asset gathering techniques.
  • Hosted radio investment show 1994 – 1996 on CNN Headline News
  • Hosted and sponsored radio investment show 2007 – 2008 on KTIE
  • Authored articles on Variable Annuities, Long-Term Care, Disability Insurance, and IRA’s
  • “Teach Your Children Well: Basic Financial Education”. Soboba Indian Tribe Investment and Financial Planning Educational curriculum for tribal members and their family’s – 2006 – 2008. CPA, Estate, College, Insurance, Investment, Budget and informational learning modules. Estate attorney, CPA and I were the course directors.
  • Presenter/Consultant for Seventh Day Adventist Regional Conference Retirement Plan, Baltimore, MD – July 2010. Investment and fiduciary concerns and responsibilities and global standards to Board of Directors and Investment Committee for $130 million defined benefit retirement plan for 700 employees. Seventh Day Adventist Regional Conference Retirement Plan, Ocala, FL, January
  • 2010. Consultant and featured speaker at the Investment Committee Continuing Education Seminar for Board of Directors and Investment Committee members of $130 million defined benefit plan for 700 employees.
  • Chairman of the Loma Linda Ronald McDonald House Annual Fund Raising Event – Board member 1998-2000.
  • Chairman of Leroy’s Boy’s Home – Claremont, CA. Planned Giving Committee Board of Director – Riverside, CA American Heart Association.


PERSONAL
Mr. Jackson is an Inland Empire native who grew up in Riverside, CA. A sports enthusiast, he enjoys golf, driving, cycling, and attending Lakers basketball games. He also enjoys sharing music, food, company and conversation with good friends. He resides in Redlands, CA.

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