David Jackson, financial advisor Charlotte NC

David Jackson

CRD Number: 7195542
Current Firm: Jhh Wealth, LLC

David Jackson (CRD# 7195542) is an Investment Advisor Representative working at Jhh Wealth, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Allen C. Ewing & Company Charlotte, NC Sep 2019 - Current 2
Ewing Asset Management, LLC Charlotte, NC Aug 2019 - Current 2
Unemployed Charlotte, NC Dec 2018 - Aug 2019 < 1
Lou Bartletta For Senate Hazleton, PA Apr 2018 - Nov 2018 < 1
Us House Of Representatives Washington, DC Jul 2013 - Mar 2018 4
Us House Of Representatives Washington, DC Jan 2013 - Jul 2013 < 1
Americans For Prosperity Washington, DC Sep 2012 - Dec 2012 < 1
Us House Of Representatives Washington, DC Jul 2012 - Aug 2012 < 1
Unemployed Charlotte, NC Jun 2012 - Jul 2012 < 1
Wofford College Spartanburg, SC Aug 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for David Jackson
Phone Number: 704-332-2032
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $604,583
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

FL, NC

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