Meet Your Calvert Regional Wholesaler

Pacific NW Region

Wholesaler photo

Penelope Jackson

Regional Vice President
Pacific NW Region
Calvert Investment Distributors, Inc.

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.

Contact information

Penelope Jackson
Regional Vice President
Pacific NW Region
Calvert Investments
4550 Montgomery Avenue
Bethesda, Maryland 20814

Penelope.Jackson@Calvert.com
1.800.368.2750
301.951.4800 x71662
301.654.7820 (fax)

Special Expertise

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

Community Involvement

Certified Education for Ministry Mentor through The School of Theology at The University of the South.

Internal Sales Consultant,
Pacific NW Region

Keon Scott
Internal Sales Consultant
800.368.2750
301.951.4800 x71662
Keon.Scott@Calvert.com