Jackson Morrow
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Jackson Morrow Email & Phone Number

Location: Bellingham, Washington, United States 3 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Financial Advisor
Location
Bellingham, Washington, United States

Who is Jackson Morrow? Overview

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Quick answer

Jackson Morrow is listed as Financial Advisor at 1854 Capital Management &Partners, based in Bellingham, Washington, United States. AeroLeads shows a matched LinkedIn profile for Jackson Morrow.

Jackson Morrow previously worked as Financial Planning Consultant at Independent Contractor and Intern at Independent Contractor. Jackson Morrow holds Bachelor Of Business Administration - Bba, Finance, Economics, Senior from Western Washington University.

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1854 Capital Management &Partners

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Profile bio

About Jackson Morrow

I am a recent graduate from WWU, where I concentrated my studies in finance. I am currently pursuing my CFP designation!My five-year plan includes getting registered, becoming a certified financial planner, and potentially joining a team. My education at WWU has prepared me for a career in helping people manage their finances around their lives.

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1854 Capital Management &Partners
1854 Capital Management &Partners
Financial Advisor
Bellingham, WA, US
3 roles

Jackson Morrow work experience

A career timeline built from the work history available for this profile.

Financial Planning Consultant

Independent Contractor

Bellingham, Washington, United States

• Actively participated in financial planning client meeting• Converted all previous financial plans from Envision to eMoney, ensuring a seamlesstransition and improved functionality. Maintained and regularly updated financial plans toreflect current financial data and client goals• Modeled advanced planning scenarios to help advisors and clients make more informeddecisions

Intern

Independent Contractor

Bellingham, Washington, United States

• Prepared comprehensive materials for client meetings, including financial reports,investment summaries, and personalized financial plans. Demonstrated proficiency inattention to detail and timeliness• Conducted market reports, analyzed portfolios, conducted professional clientcommunication• Collaborated with the Managing Director to organize and plan upcoming client meetings,demonstrating strong interpersonal and communication skills to ensure seamlesscoordination and execution of key business initiatives

Apr 2022 - Jun 2023
2 education records

Jackson Morrow education

Bachelor Of Business Administration - Bba, Finance, Economics, Senior

Activities and Societies: Director of Tutoring for FMA | Portfolio Manager for FMACurrent GPA: 3.94

FAQ

Frequently asked questions about Jackson Morrow

Quick answers generated from the profile data available on this page.

What company does Jackson Morrow work for?

Jackson Morrow works for 1854 Capital Management &Partners.

What is Jackson Morrow's role at 1854 Capital Management &Partners?

Jackson Morrow is listed as Financial Advisor at 1854 Capital Management &Partners.

Where is Jackson Morrow based?

Jackson Morrow is based in Bellingham, Washington, United States while working with 1854 Capital Management &Partners.

What companies has Jackson Morrow worked for?

Jackson Morrow has worked for 1854 Capital Management &Partners and Independent Contractor.

How can I contact Jackson Morrow?

You can use AeroLeads to view verified contact signals for Jackson Morrow at 1854 Capital Management &Partners, including work email, phone, and LinkedIn data when available.

What schools did Jackson Morrow attend?

Jackson Morrow holds Bachelor Of Business Administration - Bba, Finance, Economics, Senior from Western Washington University.

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