Jackson Faulkner
About Jackson Faulkner
Jackson Faulkner is a Retail Trading Specialist at TD Ameritrade with FINRA Series 7 and 63 licenses and notable achievements in the financial industry.
Professional Background
Jackson Faulkner is a Retail Trading Specialist currently working at TD Ameritrade since 2018 in the Greater St. Louis Area. At TD Ameritrade, he is involved in processing non-solicited trades for a variety of financial instruments, including Equities, Equity Options, Index Options, Bulletin Boards, and Mutual Funds. Before his role at TD Ameritrade, Faulkner worked at Merrill Lynch as a Client Associate and previously participated in their Global Wealth & Investment Management Summer Analyst Program in 2017. He also held the position of College Financial Representative at Northwestern Mutual in both Peoria, Illinois, and Milwaukee, Wisconsin.
Educational Background
Jackson Faulkner studied at Knox College, earning a degree in Economics and completing minors in Business and Management and Spanish. His education at Knox College spanned from 2014 to 2017. Additionally, Faulkner attended Richwoods High School from 2010 to 2014. His academic background has provided a strong foundation in economics, management, and language skills, complementing his professional career in the financial sector.
Industry Certifications
Jackson Faulkner holds FINRA Series 7 and 63 licenses. These certifications are crucial for his role as a Retail Trading Specialist, enabling him to engage in a wide range of financial trading activities and ensure compliance with industry regulations. The Series 7 license allows Faulkner to trade general securities, while the Series 63 license qualifies him to provide investment advice and handle securities transactions on behalf of clients.
Professional Achievements
During his tenure at TD Ameritrade, Jackson Faulkner has been the recipient of several prestigious designations. He earned the Circle of Champions recognition, highlighting his performance as one of the top 30 performers firm-wide for FY 2019. Faulkner was also awarded the Presidents Club status for placing in the top 10% of performers for Q2 and Q3. Additionally, he achieved the Best of the Best status, ranking in the top 3% of performers for Q3. These accolades underscore his excellence in executing his responsibilities and his contribution to the company's success.
Previous Internships and Entry-Level Positions
Jackson Faulkner gained early career experience through various internships and entry-level positions. He served as a Marketing Intern for True Spanish Experience in Cuenca, Spain from 2015 to 2016. Additionally, his roles at Northwestern Mutual as a College Financial Representative in Peoria, Illinois and Milwaukee, Wisconsin, from 2016 to 2017, provided him with valuable insights into financial planning and client service.