Tanner Jackman, CFA

Tanner Jackman, CFA, serves as an Investment Analyst and valued member of the Investment Committee at United Capital Management of Kansas. Since joining the firm in 2021, Tanner has played an integral role in portfolio construction and allocation—applying both macroeconomic insights and micro-level analysis to build thoughtful, client-specific investment strategies.

A 2021 graduate of Kansas State University with a degree in Finance and a certificate in Integrated Investment Management, Tanner brings a disciplined, research-driven approach to the investment process. He earned his Chartered Financial Analyst® (CFA) designation in April 2025, a milestone that reflects his dedication to professional excellence and a deep understanding of global financial markets.

Tanner is particularly skilled at taking the firm’s broader market themes—often driven by Chief Market Strategist Jerry Harris—and translating them into practical portfolio decisions for individual clients. His ability to bridge strategic thinking with personalized implementation ensures that investment ideas are not only sound but also suitable across a wide range of client objectives.