Steven Jackson Email & Phone Number
Senior Vice President | Branch Manager | Financial Advisor | Portfolio Manager | CFP® | CEPA® | AEP® @ D.A. Davidson Companies
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Steven Jackson Location
- Long Beach, CA, US
Steven Jackson Work
- Senior Vice President | Branch Manager | Financial Advisor | Portfolio Manager | CFP® | CEPA® | AEP® @ (December 2017 - Present)
- Supervisory Branch Office Operations Manager @ (August 2013 - December 2017)
- Financial Advisor | Operations Manager @ Crowell, Weedon & Co. a division of D.A. Davidson & Co. (October 2005 - August 2013)
- Taxable Fixed Income Trader @ Crowell, Weedon & Co. a division of D.A. Davidson & Co. (May 2004 - October 2005)
- Tax Reporting @ Crowell, Weedon & Co. a division of D.A. Davidson & Co. (January 2002 - May 2004)
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 California University
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® | CEPA® | AEP® at D.A. Davidson Companies. Steven Jackson brings experience from previous roles at D.A. Davidson Companies and Crowell, Weedon & Co. a division of D.A. Davidson & Co.. Steven Jackson holds a 2010 - 2026 Business Professional's Course (BPC 47) in Aji Space, LEIP Program, Aji Intention Fulfillment Program @ 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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