Brian Nichols Jackson
Portfolio Manager-Equities at Ironwood Investment Counsel LLC
Profile
Mr. Brian N.
Jackson, CFA, is a Portfolio Manager at Ironwood Investment Counsel LLC.
He has more than 17 years of experience in investment management and financial services.
He began his career in financial services in 1999 with Bowne & Co. Prior to joining Ironwood Investment Counsel, Brian was the Director of Portfolio Management at Heartland Financial and their local division, Arizona Bank and Trust.
Prior to that, Brian was a portfolio manager with AST Trust Company and served in various roles at the Vanguard Group.
He received a Bachelor of Arts degree in Economics from the University of Arizona.
He was awarded the Chartered Financial Analyst designation in 2006.
Brian Nichols Jackson active positions
Companies | Position | Start |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Portfolio Manager-Equities | 2016-09-30 |
Former positions of Brian Nichols Jackson
Companies | Position | End |
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Arizona Bank & Trust
Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Corporate Officer/Principal | 2016-09-30 |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | 2005-12-31 |
Training of Brian Nichols Jackson
University of Arizona | Undergraduate Degree |
Experiences
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Private companies
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1st degree companies
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Linked companies
Private companies | 3 |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
Arizona Bank & Trust
Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
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