Edgar JacksonCRD Number: 6572601
Current Firm: Citizens Investment Services
Edgar Jackson (CRD# 6572601) is an Investment Advisor Representative working at Citizens Investment Services in Fairlawn, OH and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Citizens Securities, Inc.||Dearborn, MI||Oct 2020 - Current||1|
|Edward Jones||St Louis, MO||Sep 2018 - Oct 2020||2|
|Citizens Bank, N.a.||Novi, MI||Jul 2016 - Sep 2018||2|
|Jackson Developments Llc Dba Perfecting Image||Redford, MI||Jun 2009 - Sep 2018||9|
|Jpmorgan Securities LLC||Farmington Hills, MI||Oct 2015 - Jul 2016||< 1|
|Jpmorgan Chase Bank||Farmington Hills, MI||Nov 2005 - Jul 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2015|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management6,569MILLIONS
Total Number of Accounts40,577ACCOUNTS
Average Account Value$161,894
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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