Your goals. Our comprehensive plan.

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

mountain climbers

Donald R. "Don" Jackson

Managing Director–Wealth Management

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

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelors Degree in Economics, University of Oklahoma

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Managed Accounts Consultant
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Legacy planning
Custom portfolios
Asset allocation
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
  • (918) 712-3162

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Your life, wealth and future

Your life, wealth and future

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights