Central lessons

Central Coast Wealth Management


Kurt Jackson, founder and president of Central Coast Wealth Management (CCWM) in California, first encountered structured products 11 years ago while working at investment bank Merrill Lynch. At the time, the products were hardly in demand by investors - a couple of clients even left Jackson when their portfolios did not secure upwards of a 30% annual return.

But Jackson says he remembered the product several years later, after he had moved to UBS and the bursting of the tech bubble led markets

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