Our Firm
What Makes Us Different
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You insist on high standards. You should! As your trusted advisor, we offer you value added services. We think relationships will be won by delivering custom, targeted services that emphasize a holistic innovative approach, multiple planning capabilities and the resources to solve complicated challenges. With 31 years in the Financial Services Industry we have established relationships with CPAs, licensed attorneys, elder care attorneys and Professional Geriatric Care Consultants. Our team based service delivery helps to differentiate us.
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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
Please call us if you have any questions about our firm or the range of financial products and services we provide.
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Rex Jackson joined Merrill, Lynch, Pierce, Fenner & Smith (Merrill Lynch) on July 11, 1977. He managed, and was responsible for, more than $57 million in assets. In May 1987, he moved to the Upland office as Branch Manager, where he managed $310 million in assets. This tenure continued through May 1989.
At that time, he moved to the San Bernardino office, until his voluntary resignation in October 1992. He became an Investment Advisor and formed Inland Empire Investment Advisors (IEIA), a SEC registered investment advisor. In 2003, he became a registered representative of and offers securities through Royal Alliance Associates, Inc. (Member FINRA/SIPC).
His experience is in the areas of wealth creation and preservation. These goals are accomplished through asset allocation and the utilization of insurance, annuity and mutual fund programs. With 31 years experience in the securities industry, Rex Jackson can address your personal needs as well as those of your organization with these value-added services.
His strength as an advisor is also what makes his practice unique: his holistic approach to finding solutions for his clients financial needs. Rex has taught financial literacy courses in surrounding communities, he hosted a financial radio show on CNN Headline News and on KTIE 590AM called “Finances for Challenging Times”. As a Fiduciary Adviser he is also qualified to provide expert advisory services to 401K and other pension plan sponsors and participants.
Educational Background and Professional Designations:
- Over thirty years experience in the securities industry
- Graduated from California State Polytechnic, Pomona - BA
Rex Jackson is a registered representative of and offers securities through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment Advisory and Financial Planning Services offered through NWF Advisory Services, Inc.
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Shehab Mohammad is President of NWF Advisory Group, Inc., a financial planning organization with locations throughout Southern California with over 50 field associates and staff.
Shehab has over 15 years experience in the financial services industry. Prior to his current role Shehab partnered up with the existing President of NWF Advisory Services, Michael Curry as head of business development, compliance and operations. Upon Mr. Curry’s passing, Shehab was elevated to the role of President and majority shareholder. Prior to joining NWF he was Regional Vice President with AIG/Royal Alliance, where he was responsible for overseeing all sales and supervision for 600+ registered representatives. Before becoming RVP he was an OSJ/Branch Manager where he trained, managed, and supervised a successful financial planning office in his native Southern California. Shehab began his career as a financial advisor, helping clients reach their financial goals by taking a comprehensive approach to financial consulting.
Shehab has a bachelor degree from UCLA, he also hold a series 7,24,63,65,53, Life Health and Disability as well as Property and Casualty licenses.
On a personal note Shehab resides in Long Beach with his wife, Mary also a Native Californian. His interests include traveling, sports (especially UCLA Athletics), the beach and working out. He also sits on the advisory board for Optimist Youth Home and is founder of the Michael Curry Foundation.
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Objective
In keeping with the Managed Mutuals philosophy, Derrigan strives to develop portfolios designed to assist clients’ in reaching their financial objectives while staying within their risk comfort level. He enjoys working with clients at all stages of the comprehensive financial planning process.
Derrigan has been with NWF Advisory in Los Angeles, CA since 2003. His education and passion for the financial advisory industry combined with the support of the long-time professionals at NWF Advisory/Managed Mutuals has prepared him to make well-informed decisions and valuable recommendations for the overall benefit of his clients.
Education/Associations
The University of Arizona, Tucson (2002)
Bachelor of Arts in Economics with a minor in Business Administration
UCLA Extension (Present)
Professional Designation in Personal Financial Planning
Member of Financial Planning Association
Loyola High School of Los Angeles Alumni Association
Licenses/Registration
Registered Representative – FINRA Series 7 and 66 registrations
Life and Health Insurance License
Recreation/Hobbies
Jogging, biking and golfing
Skiing and snowboarding
Derrigan C. Sheedy holds his life, accident and health license in the state of California, California Insurance License #0E40285, and separately holds his securities license in the state of California.
Derrigan Sheedy is a registered representative of and offers securities through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment Advisory and Financial Planning Services offered through NWF Advisory Services, Inc.
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Kevin Ryan is a Financial Consultant with NWF Advisory in Los Angeles. Although he has spent the last five years in the financial service industry, Kevin has also helped start and run several small businesses as well. This prior experience gives him unique insight into the needs of business owners and the self-employed, a growing segment of today’s workforce.
Kevin holds his life, accident, health and property and casualty license in California and is a financial advisor with Royal Alliance Associates Inc., member FINRA/SIPC, holding both his FINRA series 7 and 65 registrations.
Kevin attended Santa Clara University and has received a Professional Designation in Personal Financial Planning from UCLA. He is a life-long resident of Los Angeles and lives with his wife and two daughters in Sherman Oaks.
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