Jackson Roberts

Financial Advisor

Jackson Roberts is a Financial Advisor at Pallas Capital Advisors. In this role, Jackson partners with clients to develop personalized financial strategies while continuing to deliver exceptional day-to-day service and relationship management. He acts as a liaison between clients and advisors, ensuring clear communication and coordination among clients, professionals, and the broader advisory team. Before becoming a Financial Advisor, Jackson served as a Client Service Associate at Pallas, where he focused on client support and relationship management.

Prior to joining Pallas, Jackson was an Equity Research Analyst at Burkenroad Reports. In this role, Jackson handled diverse responsibilities, encompassing financial market research, investment exploration, portfolio monitoring, business model adaptation to industry trends, and active client engagement. Jackson also excelled as a participant in a prestigious university-sponsored securities analysis program, contributing to in-depth investment research reports with a top management interview team at Burkenroad Reports. Before Burkenroad Reports, Jackson was a fixed-income, equity sales, and trading intern at Raymond James in New York City.

Jackson earned his bachelor’s degree in finance from Tulane University’s A.B. Freeman School of Business and prior to that attended The Roxbury Latin High School. In addition to his academic background, Jackson is a licensed Financial Advisor, holding Securities Industry Essentials (SIE) and Series 65 licenses.

Born and raised in Cohasset, MA, he now lives in Boston. In his free time, Jackson enjoys spending time on Nantucket, surfing, fishing, being with family and friends and traveling to new places. He has a passion for exploring new experiences and is always ready for the next adventure.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Park Ridge, NJ

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Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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