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Jacqueline Ross, CCIM, SEC, EMS

Senior Vice President and Manager Retirement Services Group

Jacqueline Ross is the Senior Vice President and Manager Retirement Services Group for The Exeter Group of Companies, including The Exeter Group, LLC, Exeter IRA Services, LLC, Exeter Trust Company (Cheyenne, Wyoming), and their affiliate companies.  Mrs. Ross is based in the company's National Corporate Headquarters Office located in San Diego, California.

Ms. Ross is responsible for the over all management and oversight of the day-to-day operations of the Retirement Services Group, including the administration of Self-Directed Traditional IRAs, Self-Directed Roth IRAs, Self-Directed SEP-IRAs and Self-Directed SIMPLE IRAs as well as the long-term strategic planning for the Retirement Services Group with a specialty emphasis in Alternative Investments.

As a licensed California Real Estate Broker, Certified Commercial Investment Member (CCIM), Society of Exchange Counselors Member (SEC) and Equity Marketing Specialist (EMS) and Member of the National Council of Exchangors (NCE), Ms. Ross brings over 15 years of Commercial Real Estate industry experience in retail, multifamily, industrial and office properties via brokerage, investment, financing and property asset management.

She has been involved in managing, structuring, syndicating and closing over $500 million of real estate purchase, sale and exchange transactions across the U.S., including extensive experience in using Self-Directed IRAs to invest in a variety of Alternative Investments.

Ms. Ross graduated with Bachelor of Arts and Bachelor of Education degrees from Glendon College of York University in Toronto, Ontario, Canada. In addition to pursuing both degrees concurrently with concentrations in French and Hispanic Studies, she was one of only three graduates in her class to receive the University’s Certificate of Bilingual Excellence (French & English).

Exeter IRA Services, LLC

Exeter 1031 Exchange Services, LLC

National Corporate Headquarters

404 Camino del Rio South, Suite 600

San Diego, CA 92108

General Office: (619) 239-3091

1031 Exchange Administration: (619) 752-1629

1031 Exchange Facsimile: (619) 822-1571

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