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.

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Donald R. "Don" Jackson

Managing Director–Wealth Management

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.

“We love the work we do. And I’m grateful that my professional life has led to such an enriching personal life with the relationships I’ve built and the terrific people I’ve met along the way. We’re so fortunate to have a profound and lasting impact on our community.”

— Don Jackson

Community Involvement:

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

Licenses:

Series 7
Series 31
Series 63
Series 65
CA License # 0C20637

AR License # 1514678 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • ME
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • 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, 2023
    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, 2022, 2023The 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

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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.

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Your life, wealth and future

Your life, wealth and future

2023 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.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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