Wealth Management Analyst
Jackson joined the WealthPartners team in 2023 and in his role as a Wealth Management Analyst he assists the advisors with onboarding clients, handling account service requests, portfolio analysis, and developing financial plans for both individuals and corporate retirement plans. A gifted communicator, Jackson is passionate about providing guidance for each client. Uncertainty is a common fear for many people regarding their finances, and Jackson has made it his personal mission to help eliminate unnecessary stress for families so they can focus on what is most important in their lives.
Before joining the firm, Jackson worked as a Private Client Banker with JP Morgan Chase. He studied economics at The University of the South in Sewanee, Tennessee, and has his sights set on earning a CFP® designation in the future to add to his skill set.
You’ll find Jackson out on the pickleball court when he’s not in the office. He loves spending time with friends and family – including his dog, Colonel.