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.
Dan Callahan, CFA
Advisor & PORTFOLIO MANAGER
Dan joined the JBJ Invest team in January of 2016. As an advisor and portfolio manager, Dan works with clients to implement investment strategies and provide long-term financial planning and investment solutions.
Prior to joining JBJ Invest, Dan worked with Questis, a fee-only investment manager and software firm located in Charleston, SC. In his role, Dan's responsibilities focused on portfolio management and comprehensive financial planning. This included rebalancing portfolios, asset allocation, portfolio implementation and monitoring, and communicating our investment philosophy. Prior to his time with Questis, Dan began his career with Morris Financial Concepts, a fee-only wealth management firm located in Mount Pleasant, SC, where he was Head of Investment Operations and a member of the Investment Team.
Dan holds a Bachelors of Science degree in Business (Finance) from the College of Charleston, and holds the Chartered Financial Analyst (CFA) certification and a Series 65 License.
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 Bachelors of Science degree in Business Administration with an emphasis in Business Management from Southern Wesleyan University.
Brandy lives in North Charleston with her family. In her free time, she enjoys spending time outdoors with her friends and family, reading, and going to church.
Che’la joined the JBJ Invest team in September of 2017. In her role as an office administrator, she provides clerical and administrative support to the operations and portfolio managers, troubleshoots and resolves operational issues, assists in office supplies and logistics procurement, and supports resolution of daily operations issues.
Che’la previously worked at Coastal Kids Dental and Braces, a local pediatric dental office. She started with the practice as a Patient Relations Specialist and worked her way into the role of a Surgery Coordinator. In both roles, Che’la gained knowledge about pediatric dentistry and the daily tasks of leading a dental practice.
Che’la is a native of Charleston, South Carolina and grew up in Hanahan, South Carolina. In her free time, she enjoys traveling with her family and friends, going to the beach and boating.
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