Rob Jackman, Cfa

Rob Jackman, Cfa Email and Phone Number

Financial Consultant at Jackman Wealth Management, LLC. @ Jackman Wealth Management, LLC.
Rob Jackman, Cfa's Location
Salem, Oregon, United States, United States
Rob Jackman, Cfa's Contact Details

Rob Jackman, Cfa work email

Rob Jackman, Cfa personal email

Rob Jackman, Cfa phone numbers

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,

Rob Jackman, Cfa's Current Company Details
Jackman Wealth Management, LLC.

Jackman Wealth Management, Llc.

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Financial Consultant at Jackman Wealth Management, LLC.
Rob Jackman, Cfa Work Experience Details
  • Jackman Wealth Management, Llc.
    Financial Consultant
    Jackman Wealth Management, Llc. Oct 2009 - Present
    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.
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  • Wachovia Securities
    Financial Consultant
    Wachovia Securities Aug 2005 - Oct 2009
    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.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2001 - 2005
    New York, Ny, Us
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  • Charles Schwab
    Fixed Income Sales & Trading
    Charles Schwab 1993 - 1998
    Westlake, Texas, Us
    View

Rob Jackman, Cfa Skills

Asset Allocation Portfolio Management Investments Financial Planning Finance Strategic Financial Planning Cash Flow High Net Worth Individuals Modern Portfolio Theory Wealth Management Retail Strategy Retirement Planning Securities Analysis Investment Advisory

Rob Jackman, Cfa Education Details

  • W. P. Carey School Of Business – Arizona State University
    W. P. Carey School Of Business – Arizona State University
    Finance
  • University Of Oregon Lundquist College Of Business
    University Of Oregon Lundquist College Of Business
    General
  • Mcminnville High School
    Mcminnville High School

Frequently Asked Questions about Rob Jackman, Cfa

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 the current company?

Rob Jackman, Cfa's current role is Financial Consultant at Jackman Wealth Management, LLC..

What is Rob Jackman, Cfa's email address?

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What is Rob Jackman, Cfa's direct phone number?

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What schools did Rob Jackman, Cfa attend?

Rob Jackman, Cfa attended W. P. Carey School Of Business – Arizona State University, University Of Oregon Lundquist College Of Business, Mcminnville High School.

What skills is Rob Jackman, Cfa known for?

Rob Jackman, Cfa has skills like Asset Allocation, Portfolio Management, Investments, Financial Planning, Finance, Strategic Financial Planning, Cash Flow, High Net Worth Individuals, Modern Portfolio Theory, Wealth Management, Retail, Strategy.

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