Chelsea JacksonCRD 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 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Durham, NC||Jun 2013 - Current||4|
|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|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
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