Jackson Hudnall
Plano,Texas
Summary
Financial advisor who leverages analytical and communication skills and industry knowledge to help clients reach financial goals and plan for future.
Overview
9
9
years of professional experience
Work History
Financial Advisor
JP Morgan
Plano, TX
01.2021 - Current
- Provided a holistic view of client needs and financial coaching beyond investments
- Developed Wealth plans for clients to help them achieve short-term and long term goals.
- Provided clients with advice that was aligned with their financial goals.
- YTD New assets 6.1M
- Advised clients on portfolios offered.
- Referred business to partners
Active Trader
Charles Schwab
Westlake, TX
12.2018 - 01.2021
- Participated in more in-depth conversations involving market conditions ,analysis and providing investment information on investment products.
- Accurately placed trades for clients while also informing clients of potential risk associated with the investment Transaction.
- Recommended appropriate solutions to clients which align with their investment goals and strategies.
- Resolved client issues with extreme ownership.
- Consistent with bringing in new assets. Creating leads for Investment consultants.
- Performed due diligence, research, analysis and documentation of transactions.
- Assisted clients in making beneficial and strategic decisions regarding investments.
- Cultivated and strengthened relationships with new and existing clients.
- Highlighted values and educated clients on Equites, mutual funds and ETF products.
- Placed complex trades for clients and discussed complex option strategies.
Analyst
Goldman Sachs
Richardson, TX
01.2018 - 12.2018
- Processed loans with various departments to ensure timely, accurate and fair proceedings.
- Applied analytical and problem-solving skills to troubleshoot processing and tech issues.
- Assisted clients throughout the entire loan process
- Trained new hires.
- Explained very technical financial information to applicants in easy to understand language.
- Maintained friendly and professional customer interactions.
Bank Teller
JPMorgan Chase
Flower Mound, TX
01.2016 - 11.2017
- Promoted products or services to each customer to consistently achieve sales targets.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Accessed computerized financial information to answer questions related to specific accounts.
- Sold and cross-sold bank products to new and existing customers.
Education
High School Diploma -
Lewisville High School
Lewisville, TX05.2015
Some College (No Degree) - Finance
North Central Texas College
Flower Mound Skills
- Problem solving
- Investment knowledge
- Strong communication skills
- Analytical thinking skills
- Sales
- Critical thinking
- Investment planning
- Closing
- Providing value
- Investment advice
- Retirement planning
Additional Information
Professional licenses
Series 7
series 63
Series 65
Timeline
Financial Advisor
JP Morgan
01.2021 - Current
Active Trader
Charles Schwab
12.2018 - 01.2021
Analyst
Goldman Sachs
01.2018 - 12.2018
Bank Teller
JPMorgan Chase
01.2016 - 11.2017
High School Diploma -
Lewisville High School
Some College (No Degree) - Finance
North Central Texas College