Avery Elizabeth Jackson

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Capita Financial Network
  Draper, UT
• 07/2024 → 08/2025
  Goldman Sachs
  Salt Lake City, UT
• 08/2023 → 07/2024
  Brigham Young University
  Provo, UT
• 06/2023 → 08/2023
  Goldman Sachs
  Salt Lake City, UT
• 09/2022 → 06/2023
  Brigham Young University
  Provo, UT
• 08/2016 → 09/2022
  Summit Academy Schools
  Draper, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-13

Other Names

• Avery Elizabeth King