Tuesday, April 15, 2025
4:00 p.m. ET / 1:00 p.m. PT
Join us to learn more about Jackson’s Portfolio Specialist Team. This group of trained investment professionals are ready to confidently guide advisors on the market, portfolio construction, and the investment freedom available through the Jackson variable annuity platform.
With access to a suite of tools and research capabilities from Jackson National Asset Management, LLC® (JNAM), this team can be a valuable asset in helping you decipher what is going on in the market and the Jackson investment platform.This webinar is for financial professionals only.
Vice President, Head of Portfolio Specialist Team Jackson National Asset Management, LLC
Joe joined Jackson in August 2018 as the Vice President of JNLD Investment Product Strategy and now serves as Head of the JNAM Portfolio Specialist Team. The group delivers in-person and phone investment expertise and market expertise to wholesalers and financial professionals for better understanding of the many investment choices available on Jackson’s variable annuity platform.
Prior to joining the company, Joe led a team of investment specialists for Nationwide devoted to managing the investment offerings and simplifying investments, and served as Vice President of Research and Portfolio Construction for Budros, Ruhlin, and Roe Inc.
Joe graduated from UMass Dartmouth with a BS in Finance and from Georgia State University with an MBA. He is a CFA charterholder.
FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION OR USE WITH RETAIL INVESTORS.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.
Jackson National Asset Management, LLC® (JNAM®) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.
Jackson National Life Distributors, LLC is the distributor of the Fund and the variable insurance contracts.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC, member FINRA.