THE jbj INVEST team
James B. Jackson, DDS CFP®
Dr. Jim Jackson, founder of JBJ Invest, was originally a dentist with a knack for the investment world. As his fellow professionals began to ask him for guidance on their portfolios, Jim realized he didn’t just understand finance – he also understood the unique needs of successful professionals and business owners who were too busy to deal with the investing world. Jim now has the unique distinction of being a DDS and a CFP®. In 1985, he became a Certified Financial Planner™ and founded Jackson Financial Company, Inc. and The Jackson Letter before launching JBJ Investment Partners ("JBJ Invest") in 2012.
Dr. Jackson has authored numerous articles and books, including his most recent work, No One Loves Your Money Like You Do, and has received many honors including the Commendation of the ADA Officers and Trustees in 1990 for his work as author, seminar presenter, and consultant. Jim graduated from Duke University and the Medical College of Virginia School of Dentistry, and concluded with a residency and a teaching fellowship at the Harvard School of Dental Medicine.
President & chief investment officer
Mathew is the owner and managing member of the wealth management firm JBJ Invest as well as the owner of the portfolio management firm Gambit Securities Inc. JBJ Invest offers a full suite of investment services to institutions, pension plans, and high net worth individuals who work primarily in the healthcare profession.
Mathew has experience including asset management, business analyst and consulting roles in the brokerage, banking, and electronic trading industries. He holds a Bachelor of Science degree in Finance from Auburn University, is a Level III Candidate in the CFA® program, and has been published and quoted in periodicals such as Forbes, MarketWatch, The Washington Post, The New York Post, and The Wall Street Journal Network. He has appeared on financial and news programs broadcast by national and local affiliates of ABC, NBC, Fox News, and NPR. He has also been a keynote speaker at investing conferences across the country, such as the National Association of Investors Corporation (NAIC) annual convention, and numerous events for the American Association of Individual Investors (AAII).
Past performance does not guarantee future results. Please click on the disclaimer link at the bottom of the page to view our full disclosure.
Brandy joined the JBJ Invest team in October of 2014. In her role as an Operations Manager, Brandy manages all routine requests, as well as complex account servicing needs. She also provides clerical and administrative support to portfolio managers, troubleshoots and resolves operational issues, manages office supplies and logistics, and supports resolution of daily operations issues.
Brandy began her career in the finance industry in 2006 in Charleston as a Relationship Specialist with the South Carolina Federal Credit Union. She gained experience in accounting, auditing, dispute resolution, and customer service. Brandy graduated cum laude with a Bachelor of Science degree in Business Administration with an emphasis in Business Management from Southern Wesleyan University.
Brandy lives in Summerville with her husband and two children. In her free time, she enjoys spending time outdoors with her friends and family, reading, and going to church.
Ginny Wilson, CRPC®
Ginny joined JBJ Invest as a financial planner in June, 2019. Ginny’s primary role will focus on engaging with our JBJ clients to provide holistic and comprehensive financial plans. Her experience in financial services, small business management and as a congressional liaison for the UN gives her a unique perspective to add value to the JBJ team and clients.
Ginny has worked as a planner in the financial services industry for more than 5 years and spent time as business manager for small businesses in insurance, healthcare and commercial manufacturing. Ginny earned her Bachelor of Arts degree in International Relations from Michigan State University in 1984. She currently holds a Chartered Retirement Planning CounselorSM (CRPC®) designation and is working toward completion of the CFP® credential from the College for Financial Planning.
Ginny lives in Mount Pleasant, SC and is a proud Mom to three children. She and her family love to get out and enjoy the South Carolina weather and lifestyle.
Charlotte Morgan, CFP®
As a Financial Planner at JBJ Invest, Charlotte’s primary role is to assist clients in uncovering their financial habits, defining their goals, and creating a plan to use their assets intentionally to live the life they want. She is a resource for clients with financial planning related questions, and partners with other members of the JBJ team to fine-tune internal systems and processes to continually provide exceptional service to clients.
Charlotte has experience crafting financial plans for individuals, families, and business owners as well as recruiting entry-level financial planning talent for some of the top Registered Investment Advisory firms in the country. She is a CFP® professional and holds a Bachelor of Science degree in Family Financial Planning from The University of Georgia.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® & CERTIFIED FINANCIAL PLANNER™.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.