About Jackson

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.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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