Chelsea Jackson, financial advisor Durham NC
89 score

Chelsea Jackson

CRD Number: 6269938
Current Firm: Strategic Advisers, Inc.

Chelsea Jackson (CRD# 6269938) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Durham, NC Jun 2013 - Current 3
The Pennsylvania State University State College, PA Jul 2011 - Jun 2013 1
Full Time Student Calhoun, GA Jan 2003 - May 2013 10
Cvs Pharmacy Hazleton (pa) And Chatsworth (ga), PA Jan 2010 - Jun 2010 < 1
Kroger Calhoun And Kennesaw, GA Aug 2006 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2015
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Chelsea L. Jackson
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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