Jackson Gonzales
Investment Service Associate @World Investment Advisors
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WORK HISTORY
Investment Service Associate @World Investment Advisors
Santa Barbara, CA, US
Maintaining & updating client and plan records, information, and investment product dataGenerating Quarterly Investment Reviews and reviewing for accuracy before sending to advisorsPreparing fund recommendation mappings for advisors and external partnersAdvisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC.(Member FINRA/SIPC). World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
EDUCATION
Claremont McKenna College
Bachelor's degree, Economics and Finance
ABOUT JACKSON GONZALES
Investment Service Associate at World Investment Advisors (formerly Pensionmark)
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