David Jackson, financial advisor Del Mar CA

David Jackson

CRD Number: 2267352
Current Firm: Del Mar Wealth Management Inc.

David Jackson (CRD# 2267352) is an Investment Advisor Representative working at Del Mar Wealth Management Inc. in Del Mar, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Jackson Wealth Management Group San Diego, CA Feb 2015 - Current 9
Jackson Wealth Management Group San Diego, CA Nov 2013 - Current 10
Concert Wealth Management, Inc. San Jose, CA Oct 2013 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Feb 1996
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Jackson
Phone Number: 858-480-3818
Firm Website: http://www.delmarwm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $419,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NH

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