R. Jackson Smith
Investment Associate at J.P. Morgan Wealth Management
- Role
- Investment Associate at J.P. Morgan
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About R. Jackson Smith
Jackson Smith is an Investment Associate at J.P. Morgan Wealth Management, where he plays a critical role in new business development and alternative investments. Jackson focuses on the needs of small and middle market business owners on advanced planning needs and would benefit from J.P. Morgan\'s top-notch investment, banking, and lending services. Contact information: J••••••••@jpmorgan.com Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co, which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: © 2023 JPMorgan Chase & Co. All rights reserved
Experience
Investment Associate
Apr 2023 — Present · Los Angeles, CA, US
Jackson Smith is an Investment Associate at J.P. Morgan Wealth Management, where he plays a critical role in new business development and alternative investments. Jackson focuses on the needs of small and middle market business owners on advanced planning needs and would benefit from J.P. Morgan\'s top-notch investment, banking, and lending services. As part of The Munman Group, Jackson\'s responsibilities include client development and research & analysis of alternative investments & market data. He is part of a team that offers investment consulting, advanced planning, and relationship management to ensure that executives and their families have access to the analytics and experience required to make sound financial decisions and reach all of their financial goals.
Education
The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration, Finance, 3.87
Paul VI Catholic High School
Advanced Degree
2013 — 2017
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