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Rob Jackman, Cfa Email & Phone Number

Financial Consultant at Jackman Wealth Management, LLC. at Jackman Wealth Management, LLC.
Location: Salem, Oregon, United States 4 work roles 3 schools
2 work emails found @lpl.com 2 phones found area 503 and 631 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email r****@lpl.com
Direct phone (503) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Jackman Wealth Management, LLC.
Role
Financial Consultant at Jackman Wealth Management, LLC.
Location
Salem, Oregon, United States

Who is Rob Jackman, Cfa? Overview

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Quick answer

Rob Jackman, Cfa is listed as Financial Consultant at Jackman Wealth Management, LLC. at Jackman Wealth Management, LLC., based in Salem, Oregon, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 503, 631, and a matched LinkedIn profile for Rob Jackman, Cfa.

Rob Jackman, Cfa previously worked as Financial Consultant at Jackman Wealth Management, Llc. and Financial Consultant at Wachovia Securities. Rob Jackman, Cfa holds Mba, Finance from W. P. Carey School Of Business – Arizona State University.

Company email context

Email format at Jackman Wealth Management, LLC.

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*@lpl.com
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AeroLeads found 2 current-domain work email signals for Rob Jackman, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Rob Jackman, Cfa

To provide institutional-caliber value and service to high net worth individuals in all market conditionsSpecialties: modern portfolio theory, strategic & tactical asset allocation, financial planning, small-cap stock expertise, portfolio rebalancing strategies, discounted cash-flow analysis,

Listed skills include Asset Allocation, Portfolio Management, Investments, Financial Planning, and 12 others.

Current workplace

Rob Jackman, Cfa's current company

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Jackman Wealth Management, LLC.
Jackman Wealth Management, Llc.
Financial Consultant at Jackman Wealth Management, LLC.
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Company profile
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4 roles · 34 years

Rob Jackman, Cfa work experience

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

Financial Consultant

Current
Jackman Wealth Management, Llc.

San Diego, Ca, Us

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Oct 2009 - Present

Financial Consultant

Wachovia Securities

Serve as advisor to high net worth retail and institutional client base. In this capacity I engage clients in their financial planning needs, asset allocation requirements, and security selection implementation.

Aug 2005 - Oct 2009

Financial Advisor

Morgan Stanley

New York, Ny, Us

2001 - 2005 ~4 yrs

Fixed Income Sales & Trading

Charles Schwab

Westlake, Texas, Us

1993 - 1998 ~5 yrs
3 education records

Rob Jackman, Cfa education

Mba, Finance

W. P. Carey School Of Business – Arizona State University

Bachelor'S Degree, Finance, General

University Of Oregon Lundquist College Of Business

Education record

Mcminnville High School
FAQ

Frequently asked questions about Rob Jackman, Cfa

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

What company does Rob Jackman, Cfa work for?

Rob Jackman, Cfa works for Jackman Wealth Management, LLC..

What is Rob Jackman, Cfa's role at Jackman Wealth Management, LLC.?

Rob Jackman, Cfa is listed as Financial Consultant at Jackman Wealth Management, LLC. at Jackman Wealth Management, LLC..

What is Rob Jackman, Cfa's email address?

AeroLeads has found 2 work email signals at @lpl.com for Rob Jackman, Cfa at Jackman Wealth Management, LLC..

What is Rob Jackman, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 503, 631 for Rob Jackman, Cfa at Jackman Wealth Management, LLC..

Where is Rob Jackman, Cfa based?

Rob Jackman, Cfa is based in Salem, Oregon, United States while working with Jackman Wealth Management, LLC..

What companies has Rob Jackman, Cfa worked for?

Rob Jackman, Cfa has worked for Jackman Wealth Management, Llc., Wachovia Securities, Morgan Stanley, and Charles Schwab.

How can I contact Rob Jackman, Cfa?

You can use AeroLeads to view verified contact signals for Rob Jackman, Cfa at Jackman Wealth Management, LLC., including work email, phone, and LinkedIn data when available.

What schools did Rob Jackman, Cfa attend?

Rob Jackman, Cfa holds Mba, Finance from W. P. Carey School Of Business – Arizona State University.

What skills is Rob Jackman, Cfa known for?

Rob Jackman, Cfa is listed with skills including Asset Allocation, Portfolio Management, Investments, Financial Planning, Finance, Strategic Financial Planning, Cash Flow, and High Net Worth Individuals.

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