Jackson Alexander Courtney

Employer firm

Financial Consulate CRD 106898

$1.10B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2023 → Present
  The Financial Consulate
  Hunt Valley, MD
• 05/2021 → 05/2023
  The Financial Consulate
  Hunt Valley, MD
• 11/2020 → 04/2021
  Doordash
  Baltimore, MD
• 03/2020 → 11/2020
  Instacart
  Baltimore, MD
• 08/2017 → 05/2021
  Towson University
  Towson, MD
• 08/2013 → 08/2017
  Marriotts Ridge High School
  Marriottsville, MD

Designations

• Certified Financial Planner