Jay Jackson Location
Boston, MA, US
Jay Jackson Work
- 2025 - now SVP, Investment Management Solutions @ LPL Financial
- 2024 - 2025 SVP, Institutional Business Strategy @ LPL Financial
- 2023 - 2024 Senior Vice President of Wealth Management @ LPL Financial
- 2020 - 2023 SVP Strategic Partners @ LPL Financial
- 2017 - 2020 Head of Strategy and Innovation, Portfolio Solutions Group @ Cetera Financial Group
- 2015 - 2017 Vice President, Strategic Relationships @ Cetera Financial Group
- 2002 - 2015 Vice President, Sponsor Relations @ LPL Financial
- 2006 - 2007 Director, Business Development @ LPL Financial
- 1998 - 2001 Annuity Specialist @ John Hancock Financial Services
Jay Jackson Education
- Bentley University
Master of Business Administration (M.B.A.) (Business Analytics)
2014 - 2017 - Colgate University
Bachelor of Arts (B.A.) (German Language and Literature)
1994 - 1998 - Colgate University
Bachelor’s Degree (Geology/Earth Science, General)
1994 - 1998
Jay Jackson Skills
- Alternative Investments
- Financial Advisory
- Series 63
- Public Speaking
- Fixed Annuities
- Retirement Planning
- IRAs
- Investments
- Series 6
- 401k
Jay Jackson Summary
Jay Jackson, based in Boston, MA, US, is currently a SVP, Investment Management Solutions at LPL Financial. Jay Jackson brings experience from previous roles at LPL Financial and Cetera Financial Group. Jay Jackson holds a 2014 - 2017 Master of Business Administration (M.B.A.) in Business Analytics @ Bentley University. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Public Speaking, Fixed Annuities and more. Jay Jackson has 1 emails and 1 mobile phone numbers on RocketReach.
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