William JacksonCRD Number: 2781981
Current Firm: Cahaba Wealth Management, Inc.
William Jackson (CRD# 2781981) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry. William Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Cahaba Wealth Management, Inc.||Atlanta, GA||May 2016 - Current||5|
|Iroquois Capital Advisors, LLC||Nashville, TN||Mar 2013 - Apr 2016||3|
|Iroquois Capital Group, LLC||Nashville, TN||Mar 2013 - Apr 2016||3|
|Avondale Partners, LLC||Nashville, TN||Aug 2001 - Feb 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||May 2016|
Total Assets Under Management950MILLIONS
Total Number of Accounts568ACCOUNTS
Average Account Value$1,672,481
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, IN, LA, MS, NC, SC, TN, TX
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