Lyman H Jackson is a highly qualified professional, working in Conscious Capitalism Boston main office of which is in 499. as a Treasurer from 2018. Lyman H Jackson gained professional experience in more than 15 positions at various companies. Lyman H Jackson went to the Boston University and got education there from 2003 to 2004. This person has such qualifications as Certified Financial Planner Board of Standards, License 93649, Center For Fiduciary Studiestm, License 7792, and Certified Financial Plannertm. Newton, Massachusetts is the city, where this person was known to settle. Lyman's email address and number can be accessed through this website by request.
Name variants:
Lyman Jackson
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 10, 2022
Email
lh**@yahoo.com
Location
Newton, MA
Company
Conscious Capitalism Boston
Workplace
Treasurer
Work History
Treasurer
420 Bolyston St SUITE 610, Boston, MA
Conscious Capitalism is a philosophical approach to capitalism that better reflects where we are in the human journey, the state of our world today, and the innate potential of business to m...
from Sep 2018
Investment Committee Member
1 Badger Rd, Framingham, MA 01702
We are a gathering of 386 churches with over 73,000 members, making us the largest Protestant denomination in Massachusetts. Our roots go back to the Puritans and Pilgrims who founded this c...
from Jul 1, 2016
Treasurer
Investment fund for MA United Church of Christ (protestant) churches and the MA UCC state conference. In 2016, the Board recommended the transfer of all underlying accounts to direct account...
2013 — Jun 2016
Managing Partner
Lyman H. Jackson, CFP®, AIF®, MBA, is the firm's co-founder and managing partner. He takes a thoughtful, consultative approach to helping clients build a plan to achieve their long-term fina...
from Sep 2013
President
Founded an independent financial planning firm serving professionals and families with young children. Specialized in working with "sandwich generation" families who are attempting to raise ...
Jan 2006 — Aug 2013
Board of Finance
64 Hancock St, Auburndale, MA 02466
Help manage church finances including investment committee, annual fundraising campaigns and stewardship of financial resources for this combined Congregational and Methodist (protestant) ch...
from 2010
Certified Financial Plannertm
11 Norumbega Ct, Auburndale, MA 02466
Personal Financial Planner and Retirement Plans Consultant
Jan 2004 — Dec 2005
Vp, Shareholder Communications
Boston, MA
Responsible for a team of writers who interviewed portfolio managers and translated their strategies into terms investors could understand. Also led project team that developed a completely ...
Sep 2000 — Dec 2002
Vp, Shareholder Communications
Interviewed portfolio managers for shareholder reports and created investor education guides on retirement and international investing.
Dec 1996 — Sep 2000
Avp, Shareholder Communications
Boston, MA
Interviewed CEO and portfolio managers to create shareholder reports, attended Asset Allocation Investment Committee meetings, and responsible for developing a wide range of service communic...
Sep 1992 — Dec 1996
Client Service Manager
5565 Glenridge Connector northeast SUITE 2000, Atlanta, GA 30342
Responsible for launch of one of the first multi-share class families of mutual funds.
Jan 1992 — Sep 1992
Product Manager
245 Summer St, Boston, MA 02210
Served as a resource/researcher for sales force on institutional equity and bond funds. Lead project manager for launch of Fidelity US Bond Index Fund.
Sep 1988 — Jan 1991
Senior Client Administrator
245 Summer St, Boston, MA 02210
Responsible for providing institutional services to large bank clients in the Midwest.
Feb 1986 — Apr 1988
Registered Representative
245 Summer St, Boston, MA 02210
While running an experimental branch office in Danbury, CT for 18 months, conducted retirement planning seminars.
Feb 1984 — Jan 1986
Education
2003 — 2004
1994 — 1995
1981 — 1983
1979 — 1981
Occupations
Executive
Managing Partner
Treasurer
Founding Member
Accountant
Finance and Accounting Specialist
Partner
Chief Executive
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Financial Planners
Investments
Wealth Management
Asset Allocation
Retirement
Investment Advisory
Asset Managment
Strategic Financial Planning
Investment Strategies
Investment Management
Mutual Funds
Financial Advisory
College Financial Planning
FAQs about Lyman H Jackson
What is the main profession of Lyman H Jackson?
The expert is a Managing Partner.
What jobs is Lyman a professional at?
Lyman H Jackson is a professional Executive and Managing Partner jobs.
Where is Lyman H Jackson located?
Lyman H Jackson is located in Newton, Massachusetts.
What is Lyman H Jackson's email?
Lyman's email is lh**@yahoo.com.
How many companies did Lyman H Jackson work at?
The professional worked at 15 jobs.
Where has Lyman H Jackson studied?
Lyman studied at the Boston University from 2003 to 2004.
What are the certifications of Lyman H Jackson?
This professional received the following certifications: Certified Financial Planner Board of Standards, License 93649, Center For Fiduciary Studiestm, License 7792, and Certified Financial Plannertm.
Are there any industries Lyman H Jackson works in?
Lyman H Jackson works in Financial Services industry.