Meghan J. Jackson

Analyst-Equity at

David Vaughan Investments LLC

Finance

Consumer Services

Profile

Ms. Meghan J.
Jackson is a Financial Analyst & Trader at David Vaughan Investments LLC.
Her primary responsibilities include executing equity and fixed income trades, providing investment research and analysis, supporting the preparation of material for various investment / market related meetings and preparing certain due diligence reports.
Her past experience and knowledge of the securities markets will be valuable to our on-going research and the execution of our clients' investment plans.
Ms. Jackson began her career with A.G.
Edwards as an Execution Correction Clerk where she processed over the counter inventory tickets, verified that inventory accounts were compliant, as well as researched and corrected branch trade orders and executions.
Prior to joining DVI she spent five years with Smith Barney as a Consulting Group Technical Analyst where she produced quarterly performance monitors, analyzed portfolio holdings, maintained performance monitoring software, assisted financial consultants with client account reviews and client financial plans as well as took client's security trade orders.
Ms. Jackson is a graduate of Monmouth College where she earned a Bachelor of Arts degree in Business Administration.

Meghan J. Jackson active positions

Companies	Position	Start
David Vaughan Investments LLC David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets.	Analyst-Equity	2008-04-30

All active positions of Meghan J. Jackson

Former positions of Meghan J. Jackson

Companies	Position	End
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
A.G. Edwards, Inc. A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
A.G. Edwards, Inc. A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services	Finance
David Vaughan Investments LLC David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets.	Finance
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Monmouth College Monmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services