Jackson Chew
Wealth Management Advisor @New York Life
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WORK HISTORY
Wealth Management Advisor @New York Life
San Mateo, CA, US
Conduct one-on-one financial consultations to assess client goals, review financial situations, and create tailored strategies for wealth management, risk mitigation, and long-term growth.Strengthen and maintain long-term client relationships with proactive portfolio reviews, performance reporting, and strategic guidance.Provide ongoing support and actionable insights to ensure clients stay on track toward achieving both short- and long-term financial objectives, adapting strategies as their goals and circumstances evolve.Build and manage a strong client pipeline through networking, referrals, community engagement, and targeted outreach.
EDUCATION
University of California, Davis
Bachelor of Business Administration - BBA
University of California, Davis - Graduate School of Management
Bachelor of Science - BS
University of California, Davis
Bachelor of Science - BS
ABOUT JACKSON CHEW
I work at New York Life, where I support financial reporting, portfolio analytics, and…
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