Mr. Jonathan L. Jackson

Jonathan Jackson
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Mr. Jonathan L. Jackson's Biography

Type Of Business:
Investment Banking
Marketing Area:
Nationally
Expertise:
Finance, Accounting, Economics
Major Product/SVS:
Higher education
Hobbies/Sports:
Weight lifting, body surfing, football, soccer, piano, hip-hop dancing
Education Degrees:
Pursuing Bachelor's Degree in Accounting, Minor in Economics, Brigham Young University
Affiliations Awards:
VP BYU Marriott School Undergraduate Student Association; National Society of Collegiate Scholars; Golden Key International Honour Society
Place of Birth:
Provo
Work History:
Analyst at Accretive Capital Management
Private Wealth Management Intern at UBS Wealth Management
Research Analyst at Granada Advisors
Managing Partner at Jumbas.com
Fixed Income Research Analyst at Beneficial Financial Group
Career Achievements:
Helped build Jumbas.com to a $1.2 million pre-money valuation company
Throughout the duration of your career, what was the one highlight that stood out the most?:
Building a wealth management portfolio for two clients that I brought into UBS.
Charity:
Full-Time International Volunteer Representative and Leader in Romania for 2 years with The Church of Jesus Christ of Latter-day Saints
What Does He/She Attribute Success To:
I attribute my success to my hard work and the support I receive from my family.
Why did you become involved in your profession or industry?:
I have a passion for finance and economics, particularly with investments and investment banking. After internships with Beneficial Financial Group, Granada Advisors, Accretive Capital, and UBS Wealth Management I decided that investment banking fits my skill set and my work preferences.
Awards/Honors:
Eagle Scout Award; Kiwanis Salute Award
Where Will You Be In 5 Years:
I plan to work as an analyst at an investment bank for 2 years after which I start a career in private equity and pursue an MBA.
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