Wealth Management Associate
Current
Jun 2023 - Present
AeroLeads people directory · profile
Jackson Roh Email & Phone Number
Wealth Management Associate at Zuckerman Investment Group
at
Zuckerman Investment Group, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Associate at Zuckerman Investment Group
Location
Chicago, Illinois, United States
Company size
Who is Jackson Roh? Overview
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Quick answer
Jackson Roh is listed as Wealth Management Associate at Zuckerman Investment Group at Zuckerman Investment Group, LLC, a with 15 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Jackson Roh.
Jackson Roh previously worked as Wealth Management Associate at Zuckerman Investment Group, Llc and Athletics- Panther Pit at University Of Wisconsin-Milwaukee. Jackson Roh holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Milwaukee.
Company email context
Email format at Zuckerman Investment Group, LLC
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Zuckerman Investment Group, LLC
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Profile bio
About Jackson Roh
I am currently a Wealth Management Associate at Zuckerman Investment Group. While each day is different, my main tasks consist of helping with client needs, security research, and fixed income pricing. I completed my Bachelor degree at the University of Wisconsin Milwaukee studying Finance while participating in UWM's Investment Management Certificate program. I am a friendly, hardworking, and motivated student that is always looking to grow and develop new skills. As a member of Delta Sigma Pi, I feel well versed with my professional and interpersonal communication skills. My time at Amcor, North Shore, and Northwestern Mutual have all contributed to my character. I look forward to making connections and growing my network.
Current workplace
Jackson Roh's current company
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Zuckerman Investment Group, Llc
9 roles
Jackson Roh work experience
A career timeline built from the work history available for this profile.
Athletics- Panther Pit
-Ensure fan satisfaction at Panther athletic events-Collaborate in a team environment with a small group
Nov 2019 - May 2023
Senior Vice President
-Strategically executed Fall 2022 recruitment-Coordinated nine recruitment events
Aug 2022 - Dec 2022
Investment Data Analytics & Research Intern
-Update and develop research reports utilizing Power BI-Analyze and interpret output from investment risk models
Jun 2022 - Dec 2022
Vice President-Chapter Operations
-Keep track of semester long point requirements using excel-Organize Chapter schedule by scheduling events-Take meeting minutes during chapter and executive meetings-Serve as an Officer for the Xi Chi Chapter
Sep 2021 - Dec 2021
Pro Shop Attendant
-Responsible for various duties in the golf shop and bag room-Interact and build relationships with members-Assist with merchandising within the Pro Shop
May 2020 - Aug 2021
Vice President Of Scholarships And Awards
-Recognize Brothers weekly by awarding the GOAT and Hero awards-Locate available scholarships open for Delta Sigma Pi Brothers-Collaborate in a small group during meetings
Dec 2020 - May 2021
Human Resources Assistant
-Organize COVID-19 employee data utilizing Excel-Utilize oral and written methods of communication with colleagues-Assist with various HR projects
Aug 2020 - May 2021
Counter Clerk
-Demonstrated quality work which led to increased responsibility-Provided excellent customer service in a fast paced environment-Trained new employees
Jun 2015 - Aug 2019
Team & coworkers
Colleagues at Zuckerman Investment Group, LLC
Other employees you can reach at zuckermaninvestmentgroup.com. View company contacts for 15 employees →
BT
Bill Tuebo, Cfa
Colleague at Zuckerman Investment Group, LlcGreater Chicago Area, United States
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DH
Daniel Howard
Colleague at Zuckerman Investment Group, LlcChicago, Illinois, United States
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CL
Christopher Louis-Jacques
Colleague at Zuckerman Investment Group, LlcCharlotte, North Carolina, United States
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LW
Lindsey Waldie
Colleague at Zuckerman Investment Group, LlcBirmingham, Michigan, United States
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WE
William Enoch
Colleague at Zuckerman Investment Group, LlcGreater Chicago Area, United States
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DC
Dana Cahan
Colleague at Zuckerman Investment Group, LlcGreater Chicago Area, United States
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SS
Sarah Scarpitti
Colleague at Zuckerman Investment Group, LlcGreater Cleveland, United States
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TD
Thomas Durkin
Colleague at Zuckerman Investment Group, LlcChicago Ridge, Illinois, United States
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Bill Tuebo, Cfa
Colleague at Zuckerman Investment Group, LlcGreater Chicago Area, United States
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DH
Daniel Howard
Colleague at Zuckerman Investment Group, LlcChicago, Illinois, United States
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CL
Christopher Louis-Jacques
Colleague at Zuckerman Investment Group, LlcCharlotte, North Carolina, United States
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LW
Lindsey Waldie
Colleague at Zuckerman Investment Group, LlcBirmingham, Michigan, United States
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WE
William Enoch
Colleague at Zuckerman Investment Group, LlcGreater Chicago Area, United States
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DC
Dana Cahan
Colleague at Zuckerman Investment Group, LlcGreater Chicago Area, United States
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SS
Sarah Scarpitti
Colleague at Zuckerman Investment Group, LlcGreater Cleveland, United States
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TD
Thomas Durkin
Colleague at Zuckerman Investment Group, LlcChicago Ridge, Illinois, United States
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2 education records
Jackson Roh education
Bachelor Of Business Administration - Bba, Finance, General
High School Diploma
Neenah High School
FAQ
Frequently asked questions about Jackson Roh
Quick answers generated from the profile data available on this page.
What company does Jackson Roh work for?
Jackson Roh works for Zuckerman Investment Group, LLC.
What is Jackson Roh's role at Zuckerman Investment Group, LLC?
Jackson Roh is listed as Wealth Management Associate at Zuckerman Investment Group at Zuckerman Investment Group, LLC.
Where is Jackson Roh based?
Jackson Roh is based in Chicago, Illinois, United States while working with Zuckerman Investment Group, LLC.
What companies has Jackson Roh worked for?
Jackson Roh has worked for Zuckerman Investment Group, Llc, University Of Wisconsin-Milwaukee, Delta Sigma Pi - Xi Chi Chapter, Northwestern Mutual, and North Shore Golf Club Inc.
Who are Jackson Roh's colleagues at Zuckerman Investment Group, LLC?
Jackson Roh's colleagues at Zuckerman Investment Group, LLC include Bill Tuebo, Cfa, Daniel Howard, Christopher Louis-Jacques, Lindsey Waldie, and William Enoch.
How can I contact Jackson Roh?
You can use AeroLeads to view verified contact signals for Jackson Roh at Zuckerman Investment Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jackson Roh attend?
Jackson Roh holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Milwaukee.
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