Jackson Morrow Email & Phone Number
Who is Jackson Morrow? Overview
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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.
Email format at 1854 Capital Management &Partners
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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.
Jackson Morrow's current company
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Jackson Morrow work experience
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Financial Planning Consultant
• 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
• 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
Jackson Morrow education
Bachelor Of Business Administration - Bba, Finance, Economics, Senior
Frequently asked questions about Jackson Morrow
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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?
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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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