Mike Jackson Email & Phone Number

Charlotte, North Carolina, United States

We offer individual investment management, which includes general financial planning for all stages of life. As a fiduciary, we consider all strategies/investments and only recommend what we think is in our client's best interest. We do not "sell" any particular investments. We do not get commissions for making trades. I passed the Series 65 in September 2021 and have begun serving clients as an adviser. I am also studying for additional certification in investment analysis (portfolio construction math & investor psychology), which I hope to attain in May of 2022.

1910 Abbott Street, Suite 203, Charlotte, Nc 28203

Internal: Business Development, Data Quality Control, Software Conversion Specialist, Facility MaintenanceExternal: Client Representative, Tax Specialist (Payroll, Affordable Care Act), ACH/Banking Specialist

Charlotte, North Carolina, United States

High Grade Debt Capital Markets: we helped really large companies offer bonds to investors. My job was most often to build presentations that would 1) convey our expertise in the market (try to win a lead position as an agent/underwriter) , and 2) to educate clients about the possible/optimal legal structures and pricing available for their upcoming bond offerings. Within the broader DCM team, I spent about 2+ years focused on financial institution clients (mostly banks and insurance companies), followed by 3 years focused on regulated utilities & power generation/distribution companies, and finally a little time helping structure and market private bond offerings across all industries.