Matthew Jackson

Chief Executive Officer / Chief Compliance Officer
Tel: (913) 912-5235
E-mail: mjackson@cu-isi.org

Matthew Jackson joined CU Investment Solutions in July 2002 as a fixed income trader. In October 2008, Matt was promoted to managing director of Financial Product Sales. In this role, he works with corporate credit union investment staff on investment products, investment strategies and order execution of securities, including government agency, asset-backed, mortgage-backed and mortgage-derivative securities.

Prior to joining CU Investment Solutions, Matt was an investment analyst at Americom Life & Annuity, where he was responsible for monitoring the investment policies for the start-up insurance company. He also was a member of Americom’s investment committee.

Matt received a master's degree in business/finance from The Helzberg School of Management at Rockhurst University in Kansas City, Mo., and a bachelor's degree in finance at The University of Iowa. He also maintains FINRA Series 7, 24, 63 and 65 securities licenses through CU Investment Solutions.

About CU Investment Solutions LLC

CU Investment Solutions LLC is a registered and licensed broker-dealer regulated by the Securities and Exchange Commission (SEC), a member of FINRA and SIPC insured. CU Investment Solutions offers a full range of marketable securities.

Due Diligence

Matthew Jackson, CRD 3251494
CU Investment Solutions LLC, CRD 43753

CU Investment Solution's brokered marketable securities are not insured by the National Credit Union Share Insurance Fund (NCUSIF), are not guaranteed by the corporate credit union, and are subject to market risk.