James Jackson (CRD# 1100824) is an Investment Advisor Representative working at Prudential Financial Planning Services in Auburn, ME and has over 39 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 2366693
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Auburn, ME | Dec 1988 - Current | 35 |
| Pruco Securities, LLC | Auburn, ME | Dec 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- ME
- NH
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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