Jackson Phillips (CRD# 6990408) is an Investment Advisor Representative working at Independent Financial Group, LLC in Ferndale, WA and has over 5 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 4769925
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Bellingham, WA | Aug 2018 - Current | 5 |
| Christ The King Church | Bellingham, WA | Aug 2016 - Jul 2018 | 1 |
| North Bellingham Golf Course | Bellingham, WA | May 2016 - Aug 2016 | < 1 |
| Gonzaga University | Spokane, WA | Aug 2012 - May 2016 | 3 |
| Jd Phillips & Associates | Bellingham, WA | May 2015 - Aug 2015 | < 1 |
| City Of Bellingham | Bellingham, WA | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- WA
-
Total Assets Under Management6,751MILLIONS
-
Total Number of Accounts30,369ACCOUNTS
-
Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, WY
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