Garrett Jackson

Garrett Jackson, CFA®, is a Portfolio Analyst at Foster Group, Inc., based in Iowa, where he is responsible for managing client portfolios through periodic rebalancing, investing new contributions, and ensuring liquidity for distributions. He plays a key role in supporting Foster Group’s mission of delivering client-focused investment solutions and upholding fiduciary standards within the wealth management sector.

Jackson specializes in portfolio analysis and oversight for individuals, business owners, medical professionals, and institutions, with significant expertise in broad asset class allocation, including equities, fixed income, and alternative investments as part of Foster Group’s comprehensive investment offering. His analytical skills are instrumental in implementing evidence-based investment strategies and optimizing client outcomes across diverse sectors.

Prior to his current position, Jackson served as a Client Services Specialist at Foster Group, and interned with the Servicing Strategy and Change Management team at Wells Fargo Home Mortgage, where he enhanced process efficiency and managed market research teams. He holds a Bachelor’s degree in Finance from the University of Northwestern–St. Paul and also attended Des Moines Area Community College.