1st Global
Robert Jackson CFP®, CAIA® has a diverse work experience in the financial industry. Robert began their career at Undiscovered Managers, LLC in 1998, where they served as a Regional Marketing Manager and Principal until February 2004. In May 2004, they joined Avantax Wealth Management as the Director of Investment Management Solutions. Robert held this position until June 2012, when they became the Manager of Platform Consulting. From May 2004 onwards, they also served as the Vice President of Advisory Solutions at Avantax Wealth Management. Robert held these roles until November 2019.
Robert Jackson CFP®, CAIA® earned their MBA in Financial Services from The University of Dallas from 1999 to 2001. Prior to that, they completed their BBA in Marketing at the University of North Texas from 1994 to 1999. Robert also holds the certifications of CERTIFIED FINANCIAL PLANNER certificant and Chartered Alternative Investment Analyst.
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1st Global
Sustainable Growth Strategies for Leading CPA Firms High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies. For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms. If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth. Research • Consulting • Education • Technology Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.