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James Jackson Location
Boston Spa, GB
James Jackson Work
2025 -now Chartered Financial Adviser @
2022 -2025 Financial Planner @
2020 -2022 Financial Adviser @
2019 -2020 Senior Consultant @
2014 -2017 Senior Consultant @
James Jackson Education
LIBF
AdvDipFA (Financial Planning and Services)
2024-2025
LIBF
Diploma for Financial Advisers (DipFA) (Financial Services)
Harrogate Grammar School
Nottingham Trent University
James Jackson Skills
Financial Services
Sales
Relationship Management
Recruiting
Customer Service
Wealth Management
Contract Recruitment
Permanent Placement
Financial Planning
Consulting
Leadership
Asset Management
Banking
Corporate Finance
Business Development
Portfolio Management
Customer Relationship Management
Sourcing
Interviewing
Investments
James Jackson Summary
James Jackson, based in Boston Spa, GB, is currently a Chartered Financial Adviser at Fortus. James Jackson brings experience from previous roles at Quilter Cheviot, Tudor Financial Consultants & Tudor Sales & Lettings and BWD Search & Selection. James Jackson holds a 2024 - 2025 AdvDipFA in Financial Planning and Services @ LIBF. With a robust skill set that includes Financial Services, Sales, Relationship Management, Recruiting, Customer Service and more. James Jackson has 1 emails on RocketReach.
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