Emma Jackson, financial advisor Chapel Hill NC

Emma Jackson

CRD Number: 5052924
Current Firm: Phoenix Wealth Advisors Inc.

Emma Jackson (CRD# 5052924) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Chapel Hill, NC Oct 2021 - Current < 1
Phoenix Wealth Advisors, Inc. Chapel Hill, NC Sep 2021 - Current < 1
Unemployed Durham, NC May 2021 - Sep 2021 < 1
Robert W Baird & Company, Incorporated Chapel Hill, NC Oct 2017 - Apr 2021 3
Morgan Stanley Smith Barney Chapel Hill, NC Feb 2011 - Oct 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Emma E. Jackson
Phone Number: 919-929-4448
Firm Website: http://www.pfinx.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    1,282
    ACCOUNTS
  • Average Account Value
    $368,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, GA, MD, NC, NY, SC, TX, VA, WA

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