WHO WE ARE

Our Team

When you work with The Jackson Wealth Strategy Group, you have a valuable ally for understanding and navigating the complexities of the financial world. We work closely alongside you each step of the way, helping you craft investment management goals and a strategy – unique to you alone – that will carry you through all stages of your life.

Get to know our team and connect with us today.

Michael J. Jackson, CWS®

Senior Vice President, Market Director, Branch Manager, Financial Advisor, Portfolio Manager

Email Address

[email protected]

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Michael joined D.A. Davidson in April 2009 as a Financial Advisor and now serves as the Market Director for the Greater Los Angeles area. Prior to that he was the Branch Manager responsible for the firm’s wealth management offices in Eastern Washington & North Idaho for more than a decade. Michael graduated with a B.A. in Business Management from Gonzaga University in 2003, where he was also a member of the Zag’s baseball team from 2000-2002. 

Michael believes that client trust is core to everything that our practice stands for at D.A. Davidson. He has continued his dedication to the practice through additional education and licenses. Michael carries the Certified Wealth Strategist® designation earned by completing the Comprehensive Wealth Management Program with the Cannon Financial Institute. Michael has been a member of the firm’s President’s Club and has been a multi-year recipient of the Gerry Meyer Branch Manager of the Year award in 2017 and 2022. In past years he has served as the Chairman for the firm’s Financial Advisor Advisory Council, and has been a member of the firm’s Leadership Council.

Michael and his wife, Heather, have two children. After many amazing years residing in the Inland Pacific Northwest, they now call Southern California home. They are very active in year-round outdoor activities, and are avid Gonzaga Bulldog supporters and former bulldog athletes. 

Go Zags! Both of them work closely with a number of charities, primarily those focused on cancer research and patient support.

Alesha Lozano

Senior Registered Associate

Email Address

[email protected]

Phone Number

(509) 462-6361

Alesha Lozano is a lifetime resident of Spokane and has been with DA Davidson since March of 2023. She comes with extensive prior experience having served as a Registered Client Service Associate at UBS Financial Services since 2011 where she obtained her Series 7 & 66 registration licensing requirements. Alesha previously worked in the banking industry for 7 years prior to her career in wealth management. She is an alumnus of Eastern Washington University and obtained her BA in Business Administration with an emphasis in Human Resource Management in 2009.

Alesha plays a strong role on our team as a Senior Registered Associate providing operational and administrative support as well as facilitating the financial planning process. Alesha is very personable and enthusiastic in her approach to building strong connections with clients. Outside of providing general account management and client support, she enjoys getting to know clients and understanding their financial needs. Using skills from her previous experience, she has implemented effective practices within our team's service model with the goal of enhancing and improving overall client experience and internal processes. In her free time Alesha’s interests include baking, yoga, the outdoors, and spending time with her family.

Supporting Your Financial Journey

Our Strategic Partners

Partnering with D.A. Davidson connects you to a trusted network of professionals, CPAs, attorneys, analysts, and specialists, all focused on your individual financial success.

Steve Condon

President, D.A. Davidson Trust Company

Rob Roels, CFP

Vice President, Assistant Director Wealth Planning

Rebecca Kalinowski

Vice President, Director of Product, Lending & Cash

Matt Mendez

Vice President, Director of Insurance & Annuities

Diana George

Vice President, Director of Wealth Planning