Mike Jackson

Director of Research - Equity at

Phoenix Wealth Advisors, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Michael D.
Jackson, CFA MBA, is a Chief Investment Officer 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 develops portfolios driven toward long-term success by establishing clear risk and return objectives and considering the client’s specific needs and constraints. The firm combines strategic asset allocation, disciplined portfolio rebalancing and continuous conversations to pursue financial success.	Director of Research - Equity	29/02/2016

All active positions of Mike Jackson

Former positions of Mike Jackson

Companies	Position	End
Phoenix Media Ltd. Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Publishes books and multimedia content	Sales & Marketing	-
Franklin Street Advisors, Inc. Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates.	Analyst-Equity	-

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Training of Mike Jackson

Experiences
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Linked companies

Private companies	5
Franklin Street Advisors, Inc. Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates.	Finance
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of North Carolina at Asheville The University of North Carolina at Asheville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Phoenix Media Ltd. Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Publishes books and multimedia content	Commercial Services
Phoenix Wealth Advisors, Inc. Phoenix Wealth Advisors, Inc. Investment ManagersFinance Phoenix develops portfolios driven toward long-term success by establishing clear risk and return objectives and considering the client’s specific needs and constraints. The firm combines strategic asset allocation, disciplined portfolio rebalancing and continuous conversations to pursue financial success.	Finance