Profil
Ms. Jaclyn J.
Jackson is a Director of Marketing at Center for Financial Planning, Inc. (Michigan).
She works in the Investment Department, managing client portfolios and performing investment research.
Ms. Jackson joined The Center in 2008 as an intern and was hired full-time in 2010.
Now, she leads the internship program which focuses on professional development and gives interns exposure to all areas of the firm.
She received her undergraduate degree from the University of Michigan.
She has the Chartered Advisor in Philanthropy certification.
Postes actifs de Jaclyn Jean Jackson
| Sociétés | Poste | Début |
|---|---|---|
Center for Financial Planning, Inc. (Michigan)
Center for Financial Planning, Inc. (Michigan) Investment ManagersFinance The Center’s primary investment strategy used on client accounts is diversification through strategic asset allocation. They may utilize stocks, bonds, actively-managed mutual funds and exchange traded funds as their core investment vehicles to build a globally diversified portfolio. The firm other strategies may include closed end mutual funds, structured notes, hedge funds, margin transactions, and alternative investments such as private equity funds. | Sales & Marketing | 01/01/2025 |
Formation de Jaclyn Jean Jackson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Center for Financial Planning, Inc. (Michigan)
Center for Financial Planning, Inc. (Michigan) Investment ManagersFinance The Center’s primary investment strategy used on client accounts is diversification through strategic asset allocation. They may utilize stocks, bonds, actively-managed mutual funds and exchange traded funds as their core investment vehicles to build a globally diversified portfolio. The firm other strategies may include closed end mutual funds, structured notes, hedge funds, margin transactions, and alternative investments such as private equity funds. | Finance |
















