Mike Jackson
Director of Research - Equity at Phoenix Wealth Advisors, Inc.
Profile
Mr. Michael D.
Jackson, CFA MBA, is a Director of Research at Phoenix Wealth Advisors, Inc. He joined Phoenix in 2016 and directs asset allocation, external manager research and internal equity strategies, including the Trust Portfolio, a traditional core equity strategy.
Mr. Jackson was employed as a Portfolio Manager & Equity Research Analyst by Franklin Street Advisors, Inc. and a Marketing Manager by Phoenix Media Ltd.
He graduated from UNC Chapel Hill with a B.S.
in Business Administration and earned an MBA from Wake Forest.
Mike Jackson active positions
| Companies | Position | Start |
|---|---|---|
Phoenix Wealth Advisors, Inc.
 Phoenix Wealth Advisors, Inc. Investment ManagersFinance Phoenix Wealth Advisors, Inc. (Phoenix) is an independent, SEC-registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was formerly known as Phoenix Financial, Inc. Phoenix provides sophisticated financial planning and wealth management services to individuals including high net-worth individuals, retirement plans, trusts, estates, and corporations. | Director of Research - Equity | 2016-02-29 |
Former positions of Mike Jackson
| Companies | Position | End |
|---|---|---|
Phoenix Media Ltd.
 Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Phoenix Media Ltd. publishes books and multimedia content. The company was founded in 1999 and is headquartered in London, the United Kingdom. | Sales & Marketing | - |
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Analyst-Equity | - |
Training of Mike Jackson
| Wake Forest University | Masters Business Admin |
| The University of North Carolina at Asheville | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Finance |
Phoenix Media Ltd.
Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Phoenix Media Ltd. publishes books and multimedia content. The company was founded in 1999 and is headquartered in London, the United Kingdom. | Commercial Services |
Phoenix Wealth Advisors, Inc.
Phoenix Wealth Advisors, Inc. Investment ManagersFinance Phoenix Wealth Advisors, Inc. (Phoenix) is an independent, SEC-registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was formerly known as Phoenix Financial, Inc. Phoenix provides sophisticated financial planning and wealth management services to individuals including high net-worth individuals, retirement plans, trusts, estates, and corporations. | Finance |
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