James Jackson Email
Chartered Financial Adviser @ Fortus Business Advisors & Accountants
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James Jackson Location
- Boston Spa, GB
James Jackson Work
- Chartered Financial Adviser @ (October 2025 - Present)
- Financial Planner @ (May 2022 - October 2025)
- Financial Adviser @ (March 2020 - May 2022)
- Senior Consultant @ (January 2019 - March 2020)
- Senior Consultant @ (April 2014 - September 2017)
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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