Penelope Jackson is a member of Calvert Investment Distributors' experienced team of wholesalers, which she joined as a regional vice president in 2013. Previously, Ms. Jackson was a financial advisor for Wells Fargo Advisors, LLC. She also held multiple sales positions with Evergreen Investments and worked as a financial advisor for Ameriprise Financial Advisors, LLC. Ms. Jackson is a NASD Registered Representative and began working in the financial industry in 1997. She holds a B.B.A. in marketing from Stephen F. Austin State University, Series 7, 63, and 65 licenses, and North Carolina insurance licenses in life, health, and long-term care.
North Pacific Region
4550 Montgomery Avenue
Bethesda, Maryland 20814
Business-building sales and marketing ideas:
- Practical seminars for financial service professionals
- Engaging client presentations
- Joint client conferences, in person or by phone
- Effective sales-support materials
Licenses and Designations
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Certified Education for Ministry Mentor through The School of Theology at The University of the South.