Meghan J. Jackson
Analyst-Equity chez David Vaughan Investments LLC
Profil
Ms. Meghan J.
Jackson is a Financial Analyst & Trader at David Vaughan Investments LLC.
Her primary responsibilities include executing equity and fixed income trades, providing investment research and analysis, supporting the preparation of material for various investment / market related meetings and preparing certain due diligence reports.
Her past experience and knowledge of the securities markets will be valuable to our on-going research and the execution of our clients' investment plans.
Ms. Jackson began her career with A.G.
Edwards as an Execution Correction Clerk where she processed over the counter inventory tickets, verified that inventory accounts were compliant, as well as researched and corrected branch trade orders and executions.
Prior to joining DVI she spent five years with Smith Barney as a Consulting Group Technical Analyst where she produced quarterly performance monitors, analyzed portfolio holdings, maintained performance monitoring software, assisted financial consultants with client account reviews and client financial plans as well as took client's security trade orders.
Ms. Jackson is a graduate of Monmouth College where she earned a Bachelor of Arts degree in Business Administration.
Postes actifs de Meghan J. Jackson
| Sociétés | Poste | Début |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Analyst-Equity | 01/05/2008 |
Anciens postes connus de Meghan J. Jackson
| Sociétés | Poste | Fin |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Formation de Meghan J. Jackson
| Monmouth College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
| Smith Barney & Co., Inc. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |