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Jackie Stafford

Client Service Associate
Education and Credentials
Villanova University
B.S. in Marketing
Book a Complimentary Consultation

Jackie serves as a Client Service Associate at SteelPeak Wealth, bringing a blend of operational experience and a deep commitment to customer service. Her professional journey is rooted in a "client-first" philosophy, developed over twelve years of combined experience in wealth management and retail operations. Jackie is a graduate of Villanova University's School of Business with a BS in Marketing.

Originally from New Jersey, Jackie now embraces the active lifestyle of Santa Monica. She can be found enjoying the beach, practicing yoga, or on the hiking trail. She is a lover of the arts and looks forward to time spent traveling with her two children.

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Career Highlights
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Schedule a Meeting with
Jackie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Maz Esmailbeigi AIF®, CFS®, CAS®
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Anthony Kim
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Ryan Saidi, AIF®
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Raesa Martin
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Teddy Weber, CPA
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Brandon McAuslen
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Ali Zamani AIF®, CFS®, CAS®
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Shelby Brennan, CPA, CFP®
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Rina Pineda, CPA, MST
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Morten Roness, MBA
Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
JP Tran
Client Service Associate
Ryan Santiago
Operations Manager
Kiras Persky
Deputy General Counsel
Myles Bozinovski
Business Development Manager
Leonard Green
Compliance Manager
Wyatt Gibson
Junior Tax Associate
Ceasar Garvida, CFP®, CIMA®
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Dylan Drake
Marketing Associate
James Cordle
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Alexandra Miller
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Drew Clanton
Operations Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Benjamin Kanter
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Samantha Orellana
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Michael Rashtian
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CFP®, CPA, MBA
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Nina Weiss
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Bardia Maghami
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Allison Garcia
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Rachel Otto
Staff Accountant
Luke Everhart
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Kim Zajic
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Airene Williamson
Chief Legal & Compliance Officer
Lesny Espinoza
Tax Associate
Kingsley Choi
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Alejandra Guzman
Paralegal – Compliance Associate
Michelle Nanoff
Sr. Client Service Associate
Derek Ruan
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Stephanie Valderrama
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Josh Lev
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Richard Stucki
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Brendan Finneran
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Robert Venezia
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Jennifer Prendergast
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Mike Shotton
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Joseph Brandolino
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Rich Winer
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Michael Nader, EA
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Steven K. Ridgeway, CPA
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