Lee Jackson, financial advisor Fort Walton Beach FL
93 score

Lee Jackson

CRD Number: 1104943
Current Firm: Primerica Advisors

Lee Jackson (CRD# 1104943) is an Investment Advisor Representative working at Primerica Advisors in Fort Walton Beach, FL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Ft Walton Beach, FL Feb 1991 - Current 25
Pfs Investments Inc. Ft Walton Beach, FL Feb 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Lee S. Jackson
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, 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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