Reg Jackson of JMRD Wealth Management Team is part of this year's WP Top 50 Advisors.
5 Reg Jackson
JMRD Wealth Management Team
National Bank Financial
London, Ont.
AUM GROWTH: $75,000,000
AUM PER CLIENT: $2,250,000
REVENUE PER CLIENT: $11,500
CLIENTS AT END OCT 2015: 200
RETENTION RATE: 92.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15
Reg Jackson made the top five on our list thanks to AUM growth in 2015 of $75 million and equally impressive numbers of AUM per client and revenue per client. As the co-CEO of JMRD Wealth Management, which manages more than $1 billion in assets, Jackson has established himself as one of the top advisors in the country. Not only does he specialize in daily portfolio management and monitor the markets and the resulting effects on portfolios, but he also manages the sales operations of the London branch and marketing and strategy of the JMRD team.
JMRD Wealth Management Team
National Bank Financial
London, Ont.
AUM GROWTH: $75,000,000
AUM PER CLIENT: $2,250,000
REVENUE PER CLIENT: $11,500
CLIENTS AT END OCT 2015: 200
RETENTION RATE: 92.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 15
Reg Jackson made the top five on our list thanks to AUM growth in 2015 of $75 million and equally impressive numbers of AUM per client and revenue per client. As the co-CEO of JMRD Wealth Management, which manages more than $1 billion in assets, Jackson has established himself as one of the top advisors in the country. Not only does he specialize in daily portfolio management and monitor the markets and the resulting effects on portfolios, but he also manages the sales operations of the London branch and marketing and strategy of the JMRD team.
