Barbara Jackson

Barbara Jackson

Service Specialist

Phone: (614) 888-2117
Fax: (614) 888-2023
E-mail:

Barb Jackson works closely with the Partners, Investment Director, and Insurance Director to translate recommended actions from financial plans and summaries into paperwork to initiate and update the client’s investment strategy. She opens and closes accounts and submits asset transfer requests, monitoring the progress of paperwork on behalf of the planners and clients. Once accounts are established, she handles maintenance, as well as deposits and withdrawals. She communicates with clients to keep them updated and handles inquiries related to their accounts.

 

Barb joined the Shore Morgan Young team in 2003, and boasts over ten years prior experience in financial service operations. She is a FINRA Series 6 registered representative.  Barb attended Purdue University-Calumet and Columbus State Community College.