Our Company

Dean Jackson

Principal & Senior Financial Advisor

Joining Exos Partners allows me to assume a greater fiduciary responsibility and avoid conflicts of interest in a more transparent environment, which is consistent with my belief that a client’s interests must come first.

Dean joins Exos Partners after a 14 year career at Merrill Lynch where he most recently served as First Vice President-Investments in San Francisco. Dean provides comprehensive financial planning and wealth management strategies to individuals and institutions. He specializes in asset management, tax minimization, and wealth preservation. Dean has a deep expertise working with Control and Restricted Securities and develops risk management and liquidity strategies for single stock positions.

Dean earned a BA with honors in Economics from the University of California at Irvine. He is a Certified Financial Planner™ practitioner and Certified Investment Management Analyst.

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FINRA, SIPC and subsidiary of Exos Advisors, LLC. Advisory services offered through
Exos Advisors, LLC, an SEC-registered investment adviser and subsidiary of Exos Partners, LLC.
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