Verified recordFinancial Services

Theda Jackson

Senior Financial Advisor at Vanguard

Based in Philadelphia, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Philadelphia

Industry

Financial Services

Company size

26K

Contact information

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Email

1 credit

t•••••••@investor.vanguard.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Theda Jackson

Financial Advisor and Planner with a demonstrated 10-year history adding value with management and business development experience in Fortune 100 companies. MBA in marketing helps to build client relationships in person, via seminars and on the phone. Skilled in E-money, MoneyGuidePro, Securities, Investment Advisory, Insurance, and Trading. MBA, Certified Financial Planner™, Certified Wealth Strategist ®, Series 7, 63 and 65, life, health & LTC licensed.

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