Jackson Smith is an Investment Associate at The Munman Group at J.P. Morgan Wealth Management, where he plays a critical role in new business development and alternative investments. Jackson focuses on the needs of small and middle market business owners on advanced planning needs and would benefit from J.P. Morgan's top-notch investment, banking, and lending services.
As part of The Munman Group, Jackson's responsibilities include client development and research & analysis of alternative investments & market data. He is part of a team that offers investment consulting, advanced planning, and relationship management to ensure that executives and their families have access to the analytics and experience required to make sound financial decisions and reach all of their financial goals. Jackson holds his Series 7, 66, and 79.
Prior to joining J.P. Morgan, Jackson worked as a licensed investment banker for the Armory Group in Manhattan Beach, California, where he gained valuable experience in sell-side M&A, leveraged finance, and restructuring transactions.
Jackson graduated Magna Cum Laude from the Ohio State University, where he excelled both academically and athletically. He was a varsity lacrosse player and an active member of the mental health awareness club, Never Walk Alone. In his free time, Jackson enjoys hiking, surfing, and playing intramural sports.
Jackson holds his Series 7, 66, and 79.