Jaclyn Jackson was among 37 Raymond James’ financial advisors who attended a three-day program at the Raymond James’ corporate offices in St. Petersburg, FL. These advisors are members of the Institute of Investment Management Consulting’s Portfolio Management Group. Membership into the group is based on their commitment to successfully managing client portfolios.
The Institute of Investment Management Consulting (IIMC) was developed as a forum for financial advisors committed to providing investment consulting and advice to clients. The Portfolio Management Group is a further specialization offered to these select advisors who have demonstrated success in developing and delivering investment portfolios to meet client needs. This forum provides educational programs tailored to their businesses, ongoing collaborative opportunities through a members-only website, and networking with financial advisors who have similar business models as well Raymond James specialists that support their practices.