Jesica Jackson brings over 17 years of experience and industry knowledge, ranging from client service and operations to detailed implementation of portfolio administration & trading.
She began her financial career working for Ameriprise while obtaining her BBA at University of Houston Bauer School of Business. She firsthand observed the power of assisting clients achieve their financial goals through the financial planning process and investing in the market. After becoming licensed to trade, she found her niche in personal portfolio management.
Most recently she worked closely with top performing portfolio managers at a boutique management firm to implement their models and manage over $4B in equity portfolio administration.