Matthew Jakes earned the right to use the Chartered Financial Analyst (CFA) designation
July 2010

Mark Orndorff was elected Vice President of the Memphis Branch of the West Tennessee Chapter of the American Society of Appraisers
June 2010

Southard Financial was a booth exhibitor at the MMBC 2010 Economic Development Fair
June 2010

Southard Financial presented "Valuing Your Business" to the Mid-South Minority Business Council
May 2010

Owen Johnson co-presented Liquidity Alternatives for Businesses at Christian Brothers University, March 18, 2010
February 8, 2010

Mark Orndorff completed the 27-hour ASA course "Valuation of Intangible Assets for Financial Reporting Purposes"
November 2009

Owen Johnson attended the AICPA National Business Valuation Conference in San Francisco, CA
November 15-17, 2009
 
Doug Southard speaks to Banking and the Recession
November 13-19, 2009
 
Matthew Jakes passed Level III of the CFA Examination
August 2009
 
Dave Harris and Mark Orndorff attended the ASA Advanced Business Valuation Conference in Boston
October 19-21, 2009

Owen Johnson made a presentation to the Memphis Bar Association on "Liquidity Options for Business Owners", November 9, 2009
 
Southard, others make ESOPs work
October 23, 2009

Doug Southard is focus of article about valuation in a depressed economy
September 4, 2009

Dave Harris weighs in on difficult valuation
September 4, 2009

Dave Harris weighs in on whether the Capital Purchase Program saved the banking system
May 1, 2009

Dave Harris is quoted in article on the use of TARP by big Memphis banks
December 5, 2008

Doug Southard is quoted in article about raising FDIC insurance limits
November 14, 2008

Dave Harris is quoted in article about structuring acquisitions and negotiation tactics
October 24, 2008

Southard Financial is focus of article - Banking boom, bust benefits Memphis valuation firm
September 5, 2008

More News...
 

 

Douglas K. Southard  |  David A. Harris  |  Owen T. Johnson  |  Mark A. Orndorff  |  Matthew L. Jakes


Matthew L. Jakes, CFA
matthew@southardfinancial.com

Matthew Jakes graduated cum laude from Rhodes College in May 2006 with a Bachelor of Arts degree in Economics and Business Administration. Mr. Jakes joined Southard Financial as an Associate in June 2006 following an internship during his senior year at Rhodes.

EDUCATIONAL AND PROFESSIONAL CREDENTIALS
  • Bachelor of Arts, Rhodes College, Economics & Business Administration, cum laude, 2006
  • Chartered Financial Analyst, CFA Institute, 2010
PROFESSIONAL BACKGROUND
  • Financial Analyst, Southard Financial, Memphis TN (2006-present)

RELATED EXPERIENCE

  • Internship, Southard Financial, Memphis TN (2006)
  • Internship, Morgan Keegan & Company, Inc., Memphis TN (2005)
  • Internship, Mercer Capital Management, Inc., Memphis TN (2005)

OTHER MEMBERSHIPS/POSITIONS

  • Omicron Delta Epsilon, Economics Honor Society, Rhodes College (2005-06)
  • Chi Alpha Sigma, Athletic Honor Society, Rhodes College (2005-06)
  • Captain, Rhodes College Basketball (2005-06)
  • Member, CFA Institute

   

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