Jackson Watson, CFA, CFP®

Jackson Watson, CFA, CFP®

Head of Tennis

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location of Jackson Watson, CFA, CFP®Salt Lake City, Utah, United States

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  • Timeline

  • About me

    Senior Wealth Advisor at Albion Financial Group

  • Education

    • Deerfield Academy

      2013 - 2015
    • Middlebury College

      2015 - 2019
      Bachelors Economics
  • Experience

    • Lotus Lake Camp

      Jun 2011 - Aug 2016
      Head of Tennis
    • CenterPoint Financial

      May 2017 - Aug 2017
      Summer Analyst
    • Heritage Financial Services, LLC

      May 2018 - Aug 2018
      Summer Analyst
    • Heritage Financial Services, LLC

      Aug 2019 - Jan 2025

      Work with high net worth clients to help them achieve their financial goals

      • Senior Wealth Advisor

        May 2024 - Jan 2025
      • Wealth Advisor

        Jan 2022 - May 2024
      • Paraplanner

        Aug 2019 - Jan 2022
    • Albion Financial Group

      Jan 2025 - now
      Senior Wealth Advisor

      Financial PlanningRelationship ManagementClient ServicePortfolio ManagementBusiness Development

  • Licenses & Certifications

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2021
    • Chartered Financial Analyst (CFA)

      CFA Society Boston
      Apr 2024
      View certificate certificate