Michael Donovan Jackson

Current Employers

Employment History

• 04/2016 → Present
  Raymond James Financial Services, Inc.
  Chapel Hill, NC
• 03/2016 → 05/2018
  Phoenix Financial, Inc.
  Chapel Hill, NC

Previous Registrations

• 2015-01-21 → 2016-03-16
  Thompson Davis & Co., Inc.
  Richmond, VA
  Raleigh, NC
• 2013-04-05 → 2015-04-15
  Hambledon, Llc
  Morrisville, NC
• 2005-09-09 → 2013-04-05
  Franklin Street Advisors Inc.
  Chapel Hill, NC

Other Businesses

(1) Name of Business: Phoenix Wealth Advisors, Inc Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Direct investment activities for Phoenix which include asset allocation, equities research, external manager due diligence and trading. (2) Name of Business: Triangle Grace Church Address: 5001 Tudor Place, Durham, NC, 27713, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 09/10/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on Finance Committee, could make investment recommendations of church assets for consideration by committee. Limited to broad, diversified mutual funds or ETFs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-03
• S63 Uniform Securities Agent State Law Examination
  1996-09-18

Designations