Emory Jackson

Role
Wealth Management, Client Onboarding Principal-team Lead at JPMorganChase
Location
Dallas, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Emory Jackson

Financial industry professional with 20+ years of fixed income trading, portfolio…

Experience

  1. Wealth Management, Client Onboarding Principal-team Lead

    JPMorganChase

    Nov 2021 — Present

Education

  • Webster University

    Master of Business Administration (MBA), Finance, Economics, Statistics

  • FINRA Securities Licenses

    Series 7, 24, 63 & 66

  • William Jewell College

    BA

Skills

  • Hedge Funds
  • Fixed Income Analysis
  • Financial Services
  • Capital Markets
  • Bonds
  • Strategic Financial Planning
  • Bloomberg
  • Securities
  • Fixed Income
  • Series 63
  • Fixed Income Strategies
  • Financial Advisory
  • Portfolio Management
  • Equity Trading
  • Finra
  • Etfs
  • Financial Modeling
  • Trading
  • Derivatives
  • Series 7
  • Trading Systems
  • Electronic Trading
  • Uniform Combined State Law
  • Finance
  • Investment Strategies
  • Fixed Income Portfolio Management
  • Municipalities
  • Investment Advisory

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Emory Jackson — Wealth Management, Client Onboarding Principal-team Lead at JPMorganChase in Dallas, TX, US | Unifers