Employee Spotlight

Jackson King

Jackson joins our team as an Investment Analyst, bringing strong qualifications and holding Series 7 and 66 registrations (with Commonwealth Financial Network). He is already assisting with research and trade execution, and you’ll see him working closely alongside Jamie as he learns our processes, systems, and client service style. You can expect to see more of him in meetings and communications as he becomes an integral part of our day-to-day investment work.