Christopher Jackson, financial advisor Cranston RI

Christopher Jackson

CRD Number: 6468801
Current Firm: Facet Wealth, Inc.

Christopher Jackson (CRD# 6468801) is an Investment Advisor Representative working at Facet Wealth, Inc. in Cranston, RI and has over 6 years of experience in the finance industry. Christopher 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.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Baltimore, MD Nov 2020 - Current 1
Facet Wealth Baltimore, MD Nov 2020 - Current 1
Citizens Securities Inc. Johnston, RI May 2019 - Current 2
Citizens Bank Johnston, RI May 2019 - Aug 2020 1
Bank Of America, N.a. Providence, RI May 2018 - May 2019 1
Merrill Lynch Rpovidence, RI May 2018 - Apr 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Mar 2015 - Apr 2019 4
Merrill Edge Lincoln, RI Mar 2015 - May 2018 3
Fat Belly's Pub East Greenwich, RI Aug 2009 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Christopher Jackson
Phone Number: (443)376-6222
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    961
    MILLIONS
  • Total Number of Accounts
    9,664
    ACCOUNTS
  • Average Account Value
    $99,477
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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