Cathy Jackson, financial advisor East Fallowfield Township PA
93 score

Cathy Jackson

CRD Number: 3038386
Current Firm: Next Financial Group, Inc.

Cathy Jackson (CRD# 3038386) is an Investment Advisor Representative working at Next Financial Group, Inc. in East Fallowfield Township, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Inc. East Fallowfied, PA Apr 2010 - Current 6
Citadel Federal Credit Union Downingtown, PA Jan 2009 - Apr 2010 1
Cuso Financial Services, LP San Diego, CA Feb 2009 - Feb 2010 1
Woodbury Financial Services E Fallowfiled, PA Jan 2007 - Feb 2009 2
Beacon Financial Group E Fallowfield, PA Sep 2006 - Feb 2009 2
Commonwealth Financial Network Waltham, MA May 2003 - Jan 2007 3
Steven M. Seide-seide Financial Group Ekton, PA Nov 1995 - Aug 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Cathy A. Jackson
Phone Number: 713-789-7122
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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