Jaclyn Jean Jackson
Analyst-Equity at Center for Financial Planning, Inc. (Michigan)
Network origin in Jaclyn Jean Jackson first degree
Entity | Entity type | Industry | |
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University of Michigan
510
| College/University | Other Consumer Services | 510 |
Center for Financial Planning, Inc. (Michigan)
Center for Financial Planning, Inc. (Michigan) Investment ManagersFinance Center for Financial Planning, Inc. (The Center) is an independent registered investment advisor headquartered in Southfield, Michigan. Founded in 1985, The Center provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations.
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| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jaclyn Jean Jackson via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
FORD MOTOR COMPANY | Motor Vehicles | Corporate Officer/Principal | |
SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stanford University | College/University | Corporate Officer/Principal Masters Business Admin Doctorate Degree Graduate Degree | |
London Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
Stephen M. Ross School of Business | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Doctorate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Michigan Economic Development Corp.
Michigan Economic Development Corp. Miscellaneous Commercial ServicesCommercial Services Michigan Economic Development Corp. provides economic development efforts and policy development and technology development. Its services include business retention and attraction, financial assistance, employee recruitment and training, assistance for providing permits, and site development services. The company was founded in 1999 and is headquartered in Lansing, MI. | Miscellaneous Commercial Services | Private Equity Investor Private Equity Investor | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Getulio Vargas Foundation | College/University | Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
National Economic Research Associates, Inc.
National Economic Research Associates, Inc. Miscellaneous Commercial ServicesCommercial Services National Economic Research Associates, Inc. provides economic consulting services. It specializes in economic, finance, and quantitative principles to complex business and legal challenges. The company was founded by Jules Joskow and Irwin Stelzer on April 10, 1961 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Finland Ministry of Foreign Trade & Development | General Government | Director/Board Member Director/Board Member | |
Strength Capital Partners LLC
Strength Capital Partners LLC Investment ManagersFinance Strength Capital Partners LLC (Strength Capital Partners) is a private equity firm founded in 2000 by Mark McCammon and Mike Bergeron. The firm is headquartered in Birmingham, Michigan. | Investment Managers | Private Equity Investor Private Equity Analyst | |
GTCR LLC
GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Investor | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity | |
MAGNOLIA OIL & GAS CORPORATION | Oil & Gas Production | Comptroller/Controller/Auditor | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
HF FOODS GROUP INC. | Food Distributors | Director/Board Member | |
Point72 Asset Management LP
Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Corporate Officer/Principal | |
Mariner Financial Wellness
Mariner Financial Wellness Investment ManagersFinance Mariner Financial Wellness provides investment advisory services. The firm also offers financial services. The company was founded by Joseph Holberg and is headquartered in Chicago, IL. | Investment Managers | Chief Executive Officer | |
LMR Partners LLC
LMR Partners LLC Investment ManagersFinance LMR Partners LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2017 and is a subsidiary of LMR Management Services Ltd., ultimately owned by LMR Partners Management Ltd. in Cayman Islands. LMR Partners provides investment advice to private pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Brookfield Asset Management PIC Adviser Credit LLC
Brookfield Asset Management PIC Adviser Credit LLC Investment ManagersFinance Brookfield Asset Management PIC Adviser Credit LLC (BAM PIC Credit) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2014 and is a subsidiary of BPEG Capital Holdings US LLC, ultimately held by Brookfield Corp. (NYSE: BAM). BAM PIC Credit provides investment advisory services to certain private investment funds generally structured as limited partnerships, publicly listed operating partnerships and joint ventures. Investors in Brookfield Accounts generally include public and corporate pensions, sovereign wealth funds, insurance companies, financial institutions, corporations and high net worth individuals. | Investment Managers | Analyst-Equity | |
Wayne State University (Michigan) | College/University | Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
DBX Advisors LLC
DBX Advisors LLC Investment ManagersFinance DBX Advisors LLC is a SEC-registered investment advisor Headquartered in New York City. The firm was founded in 2010 and is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (NYSE: DB, ETR: DBK). DBX Advisors manages Xtrackers ETFs on behalf of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
CR Fitness Holdings LLC
CR Fitness Holdings LLC Other Consumer ServicesConsumer Services CR Fitness Holdings LLC operates fitness centers. The company is based in Tampa, FL. The CEO of the company is Vince Julien. | Other Consumer Services | Director/Board Member | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Revere CRE Inc.
Revere CRE Inc. Internet Software/ServicesTechnology Services Revere CRE Inc. is a company that provides access to thousands of dealmakers and offers a comprehensive platform for managing the entire capital markets workflow, from sourcing to closing. The company is based in Dover, DE and was founded by Mark Frederick Hammitt. The company's owner management software helps unlock the full potential of portfolios. Revere CRE combines a verified professional network, deal marketplace, and transaction management into a convenient 'one-stop-shop' for market participants. | Internet Software/Services | Founder | |
Indiana University | College/University | Masters Business Admin | |
Avanade, Inc.
Avanade, Inc. Information Technology ServicesTechnology Services Avanade, Inc. engages in the provision of digital and cloud services, business solutions, and design-led experiences on the Microsoft ecosystem. Its solutions include analytics and artificial intelligence, business applications and consulting, cloud and application services, modern workplace and security. The company was founded in March 2000 and is headquartered in Seattle, WA. | Information Technology Services | Corporate Officer/Principal | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Greylock Management Corp.
Greylock Management Corp. Investment ManagersFinance Greylock Management Corp (Greylock Partners) is a venture capital firm founded in 1965 by Charlie P. Waite and Daniel S. Gregory. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Amtd Group, Inc.
Amtd Group, Inc. Investment Banks/BrokersFinance AMTD Group Co. Ltd. engages in the provision of financial solutions. It operates through the following business lines: investment banking, asset management, insurance brokerage, and strategic investment. The company was founded on September 23, 2005 and is headquartered in Hong Kong. | Investment Banks/Brokers | Chief Executive Officer | |
UBS AG (Hong Kong Branch)
UBS AG (Hong Kong Branch) Investment Banks/BrokersFinance Part of UBS Group AG, UBS AG (Hong Kong Branch) is a Chinese company that provides investment banking securities dealing services. The company is based in Hong Kong, Hong Kong. | Investment Banks/Brokers | Director/Board Member | |
Purdue University | College/University | Undergraduate Degree | |
orientiert XYZ Securities Ltd.
orientiert XYZ Securities Ltd. Investment ManagersFinance Part of Amtd Group, Inc., Orientiert XYZ Securities Ltd. is a Chinese company that provides investment information and investment advice to companies and individuals. The company is based in Hong Kong, Hong Kong. | Investment Managers | Chief Investment Officer | |
AMTD IDEA GROUP | Investment Banks/Brokers | Chief Executive Officer | |
North Castle Partners LLC
North Castle Partners LLC Investment ManagersFinance North Castle Partners LLC (North Castle Partners) is a private equity firm founded in 1997 by Chip Baird. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor | |
Weiss Multi-Strategy Advisers LLC
Weiss Multi-Strategy Advisers LLC Investment ManagersFinance Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm. | Investment Managers | Portfolio Manager-Fixed Income | |
Park Presidio Capital LLC
Park Presidio Capital LLC Investment ManagersFinance Park Presidio Capital LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Lee T. Hicks and Jan C. Koerner in 2013. They provide investment advice to investment funds. | Investment Managers | Analyst-Equity | |
Engaged Capital LLC
Engaged Capital LLC Investment ManagersFinance Engaged Capital LLC is a SEC-registered investment adviser and hedge fund manager headquartered in Newport Beach, California. The firm was founded by Glenn Welling in 2012 and is a subsidiary of Engaged Capital Holdings LLC. Engaged Capital provides continuous and regular investment management services on a discretionary basis to private investment funds which they organized. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 42 |
Hong Kong | 4 |
United Kingdom | 3 |
Brazil | 2 |
Finland | 2 |
Sectoral
Finance | 26 |
Consumer Services | 15 |
Commercial Services | 4 |
Technology Services | 3 |
Consumer Durables | 2 |
Operational
Director/Board Member | 113 |
Undergraduate Degree | 98 |
Corporate Officer/Principal | 89 |
Private Equity Investor | 73 |
Graduate Degree | 56 |
Most connected contacts
Insiders | |
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Mike Beauregard | 20 |
Michael Niegsch | 17 |
Craig Parker | 14 |
Adrienne Harris | 13 |
W. Morris | 13 |
Daniel J. Estes | 13 |
Stephen R. Forrest | 13 |
Jaryd Solomon | 11 |
Brian van Abel | 11 |
Werlson Hwang | 10 |
Johnson Wan | 9 |
David Weston | 9 |
Sailesh Ramakrishnan | 8 |
Martin Valdes | 8 |
Reda Jaber | 7 |
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