Meghan J. Jackson
Analyst-Equity at David Vaughan Investments LLC
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 David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Analyst-Equity | 2008-04-30 |
Former positions of Meghan J. Jackson
Companies | Position | End |
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Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Training of Meghan J. Jackson
Monmouth College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Smith Barney & Co., Inc. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
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