James JacksonCRD Number: 1815277
Current Firm: Jbj Investment Partners, LLC
James Jackson (CRD# 1815277) is an Investment Advisor Representative working at Jbj Investment Partners, LLC in Charleston, SC and has over 25 years of experience in the finance industry. James 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.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Jackson Investment Management LLC||Mount Pleasant, SC||Aug 2012 - Current||4|
|Jackson Financial Services, LLC||Mount Pleasant, SC||Jul 2004 - Jul 2012||8|
|Jackson Financial Publishing, LLC||Mount Pleasant, SC||Jan 2004 - Jul 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Total Assets Under Management324MILLIONS
Total Number of Accounts774ACCOUNTS
Average Account Value$419,021
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CT, FL, IL, LA, MA, MD, MI, MN, NC, NH, NY, PA, SC, SD, TX, VA, WA, WI
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