Steven Jackson Email & Phone Number
Senior Vice President | Branch Manager | Financial Advisor | Portfolio Manager | CFP® @ D.A. Davidson Companies
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Steven Jackson Location
- Long Beach, CA, US
Steven Jackson Work
- 2017 -now Senior Vice President | Branch Manager | Financial Advisor | Portfolio Manager | CFP® @
- 2013 -2017 Supervisory Branch Office Operations Manager @
- 2005 -2013 Financial Advisor | Operations Manager @ Crowell, Weedon & Co. a division of D.A. Davidson & Co.
- 2004 -2005 Taxable Fixed Income Trader @ Crowell, Weedon & Co.
- 2002 -2004 Tax Reporting @ Crowell, Weedon & Co.
Steven Jackson Education
- The Aji Network
(Business Professional's Course (BPC 47), Aji Space, LEIP Program, Aji Intention Fulfillment Program)
2010-2026 - Loyola Marymount University
(Executive Financial Planner, Financial Planning and Services)
2009-2009 - The Strategic Coach Program 2007-2008
- Loyola Marymount University, College of Business Administration
(Bachelor of Business Administration (BBA), Finance)
2000-2001 - Marymount College
(Associate of Science, Accounting and Business Management)
1996-1999
Steven Jackson Skills
- Marketing
- Management
- Business Development
- Retail Banking
- Asset Allocation
- Commercial Lending
Steven Jackson Summary
- Steven Jackson, based in Long Beach, CA, US, is currently a Senior Vice President | Branch Manager | Financial Advisor | Portfolio Manager | CFP® at D.A. Davidson Companies. Steven Jackson brings experience from previous roles at D.A. Davidson Companies, Crowell, Weedon & Co. a division of D.A. Davidson & Co. and Crowell, Weedon & Co.. Steven Jackson holds a 2010 - 2026 The Aji Network. With a robust skill set that includes Marketing, Management, Business Development, Retail Banking, Asset Allocation and more. Steven Jackson has 6 emails and 8 mobile phone numbers on RocketReach.
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