Jeffrey Jackson, CFA in

Jeffrey Jackson, CFA

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Chief Capital Officer at Ascent
📍 New York City Metropolitan Area, United States

Jeffrey is a corporate finance executive with nearly three decades of experience, currently serving as the Chief Capital Officer at Ascent. He specializes in capital markets for fintech companies, having successfully raised over $50 billion across debt, equity, and securitization. He holds a BSBA from the University of Florida.

His background includes participation in university-level competitive sports, specifically as a member of the crew (rowing) team during his time at the University of Florida. This suggests a foundation in teamwork, discipline, and perseverance from his collegiate activities.

He has served as the Chief Financial Officer for numerous entities throughout his extensive career in finance.

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Experience
30 Years
Current Role
Chief Capital Officer
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Fintech Capital Raising
He has raised over $50 billion for fintech companies throughout his career at firms like Ascent, Meritize, and Future Finance.
Debt & Equity Markets
His expertise spans securitization, debt, and equity markets, having led numerous capital raises, including a Series C round and two rated securitizations at Meritize.
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Career

Work history

1-2025
Chief Capital Officer
Ascent
4-2023 - 12-2024
Chief Financial Officer & Head of Capital Markets
Meritize
3-2018 - 12-2022
CFO | CEO | Head of Capital Markets | Board Member
Future • Finance
5-2009 - 3-2018
Managing Director; CFO of JV
Samuel A. Ramirez & Co., Inc.
11-2004 - 12-2008
Vice President and Group Manager
Goldman Sachs
In the press

Media appearances

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Education
BSBA
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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