Brian N. Jackson, CFA, CFP®, CTFA 2017-02-18T13:37:00+00:00

Brian N. Jackson, CFA, CFP®, CTFA

Portfolio Manager

bjackson@ironwoodic.com

(602) 493-4042

14646 North Kierland Boulevard Suite 135
Scottsdale AZ 85254

Brian 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.

Brian received a Bachelor of Arts degree in Economics from the University of Arizona.  He was awarded the Chartered Financial Analyst designation in 2006, the CERTIFIED FINANCIAL PLANNER™ certification in 2009 and the Certified Trust and Financial Advisor certification in 2014.  He is a member of the CFA Institute and is the current President of CFA Society Phoenix.  He is a member of the Central Arizona Estate Planning Council and the Arizona Fiduciary Association.