CLIENT ACCESS
Clayton F. Jackson, CFA, CIC
Clay Jackson is a portfolio manager, a member of the Investment Policy Committee, and a director with ZWJ Investment Counsel.
Mr. Jackson joined ZWJ in 1984 after working in the audit and private business advisory departments of Peat Marwick.
A graduate of The Lovett School in Atlanta, he received with distinction a bachelor’s degree in history from the University of Virginia. As a Merit Scholar, he earned a master’s degree in business administration from Emory University’s Goizueta Business School.
Mr. Jackson currently serves on the boards and the executive committees of the Lovett School, the Atlanta Symphony Orchestra. He chairs the advancement committee at Lovett and is the finance chair and treasurer at the ASO. He also serves on the boards of the George West Mental Health Foundation, and Multiple Sclerosis Center of Georgia, the Encore Park for the Arts and the Wigbels/Herbst Cancer Research Fund. For over a decade, he has served on the regional committee for the Jefferson Scholar program of the University of Virginia. He is a member of the Alexis de Tocqueville Society of the United Way.
His past service in the community includes serving on the Vestry at All Saints’ Episcopal Church. He has been Junior and Senior Warden at the parish and has chaired the endowment and planned gifts committee. He has also served on the boards of The Friends of First Tee at East Lake and Prevent Blindness of Georgia and was founding board member and past chairman of the Georgia Foundation for Athletic Excellence. Mr. Jackson served on the executive cabinet of the United Way campaign and has chaired the annual fund for the Atlanta Speech School. He has also served as a member of the planned gifts committee of the DeKalb Medical Center Foundation and the Georgia Planned Giving Council.
Mr. Jackson is a Chartered Financial Analyst and a member of the CFA Society of Atlanta and the CFA institute. He is also a Chartered Investment Counselor. He has served as a member of the Charles Schwab & Company Institutional Advisory Board.
He and his wife, Jane, have a daughter, Audrey, and a son, Clayton.