Jackson Watson Email
Senior Wealth Advisor @ Albion Financial Group
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Jackson Watson Location
- Salt Lake City, UT, US
Jackson Watson Work
- Senior Wealth Advisor @ (January 2025 - Present)
- Senior Wealth Advisor @ Heritage Financial Services, LLC (May 2024 - January 2025)
- Wealth Advisor @ Heritage Financial Services, LLC (January 2022 - May 2024)
- Paraplanner @ Heritage Financial Services, LLC (August 2019 - January 2022)
- Summer Analyst @ Heritage Financial Services, LLC (May 2018 - August 2018)
- Summer Analyst @ CenterPoint Financial (May 2017 - August 2017)
- Head of Tennis @ Lotus Lake Camp (June 2011 - August 2016)
Jackson Watson Education
- Middlebury College
Bachelors (Economics)
2015-2019 - Deerfield Academy 2013-2015
Jackson Watson Skills
- Business Development
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Economics
- Financial Analysis
- Financial Planning
- Investment Management
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Portfolio Management
- Public Speaking
- Research
- Social Media
- Stata
- Teamwork
- Time Management
Jackson Watson Summary
- Jackson Watson, based in Salt Lake City, UT, US, is currently a Senior Wealth Advisor at Albion Financial Group. Jackson Watson brings experience from previous roles at Heritage Financial Services, LLC. Jackson Watson holds a 2015 - 2019 Bachelors in Economics @ Middlebury College. With a robust skill set that includes Business Development, Communication, Customer Relationship Management (CRM), Customer Service, Data Analysis and more. Jackson Watson has 1 emails on RocketReach.
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Top Albion Financial Group Employees
Elizabeth Bernhard
Senior Wealth Advisor and President
Salt Lake City, UT, US
Jackson Watson
Senior Wealth Advisor
Salt Lake City, UT, US
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