skip to Main Content

Jackson Courtney, CFP®

J. Courtney_

Wealth Advisor

Role at The Consulate:
My role at The Consulate primarily consists of supporting the firm’s Certified Financial Planners™, members of the client services team, and investment team however needed each day. One of the aspects of my job I consider to be most interesting is conducting background research on investments.

Educational Background:
I am a graduate of Towson University where I majored in business administration major with a concentration in finance.

Why I Joined The Consulate:
A major reason I joined The Consulate is because of the positive experience I had at the firm during my undergraduate internship. As an intern, I admired the family environment, work ethic and morals of the employees, and the way everyone would put their best effort towards assisting clients.

Outside the Office:
Whenever I have free time on the weekends or want to do something to relax, I enjoy playing golf. It’s a sport I like to play with my friends and if given the chance, my ideal golf trip would be to the Open Championship in the United Kingdom to play some of the amazing courses there.

Back To Top