David Jackson, CFP®
Associate at Allen C. Ewing & Co.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
CERTIFIED FINANCIAL PLANNER™
CFP BoardAug, 2022- Oct, 2024 -
Series 66
FINRA -
Series 7
FINRA
Experience
-
Allen C. Ewing & Co.
-
United States
-
Investment Banking
-
1 - 100 Employee
-
Associate
-
Aug 2018 - Present
Allen C. Ewing & Co. (“Ewing”) is a boutique broker-dealer and investment banking firm, established in 1939, with a focus on providing solutions for its clients with offices in Charlotte, NC and Jacksonville, FL. Ewing’s clients include Southeastern community bank stocks and their clients, accredited investors, and firms in other industries. Ewing is a fully-licensed registered broker-dealer and member of FINRA and SIPC. Allen C. Ewing & Co. (“Ewing”) is a boutique broker-dealer and investment banking firm, established in 1939, with a focus on providing solutions for its clients with offices in Charlotte, NC and Jacksonville, FL. Ewing’s clients include Southeastern community bank stocks and their clients, accredited investors, and firms in other industries. Ewing is a fully-licensed registered broker-dealer and member of FINRA and SIPC.
-
-
-
JHH Wealth, LLC
-
United States
-
Financial Services
-
Partner and Advisor
-
Jul 2021 - Present
-
-
-
-
Analyst
-
Aug 2019 - Jul 2021
-
-
-
US Senate Campaign
-
Political Organizations
-
1 - 100 Employee
-
Press Secretary and Policy Director, US Senate Campaign
-
Apr 2018 - Nov 2018
-
-
-
U.S. House of Representatives
-
United States
-
Legislative Offices
-
700 & Above Employee
-
Communications Director and Policy Advisor
-
Aug 2013 - Nov 2018
Served in various communications and policy roles for multiple members of the U.S. House of Representatives. Issue portfolio included financial services, energy and commerce, trade, foreign policy, transportation and infrastructure, Congressional Sportsmen's Caucus, among other issues.
-
-
Senior Legislative Assistant
-
Mar 2017 - Oct 2017
Issue Portfolio: Financial Services, Energy, Trade, Natural Resources, Agriculture, and Foreign Affairs.
-
-
Legislative Assistant and Press Secretary
-
May 2015 - Jan 2016
-
-
Legislative Correspondent and Press Assistant
-
Dec 2014 - Jan 2015
-
-
-
Americans for Prosperity
-
United States
-
Government Administration
-
200 - 300 Employee
-
Economic Policy Intern
-
Sep 2012 - Dec 2012
-
-
-
House of Commons
-
United States
-
Manufacturing
-
1 - 100 Employee
-
Researcher for Deputy Speaker Nigel Evans, MP.
-
May 2011 - Jul 2011
-
-
Education
-
Wofford College
Bachelor of Arts (B.A.), Government