Beau Jackson (CRD# 7313547) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greenwood, IN and has over 2 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Nov 2020 - Current | 3 |
| Modern Woodmen Of America | Greenwood, IN | Sep 2020 - Current | 3 |
| Center Grove Soccer Club, Llc Dba South Central Soccer Academy | Greenwood, IN | Aug 2019 - Aug 2020 | 1 |
| Jackson Coaching & Consulting | Denver, CO | Jan 2019 - Nov 2019 | < 1 |
| Altitude Fc / Mountain Rush | Evergreen, CO | Mar 2017 - Aug 2019 | 2 |
| Axistence Athletics, LLC | Denver, CO | May 2015 - Jun 2018 | 3 |
| Colorado Rapids Youth Soccer Club | Denver, CO | Mar 2015 - Mar 2016 | 1 |
| Athletes To Careers (formerly Athletes To Business) | Denver, CO | Feb 2015 - Jun 2015 | < 1 |
| 24 Hour Fitness | Denver, CO | Nov 2014 - Apr 2015 | < 1 |
| Unemployed | Denver, CO | Oct 2014 - Nov 2014 | < 1 |
| Haefeli's Honey Farm | Del Norte, CO | Feb 2014 - Oct 2014 | < 1 |
| Chipotle Mexican Grill | Burlington, KY | Aug 2013 - Feb 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- IN
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Total Assets Under Management136MILLIONS
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Total Number of Accounts987ACCOUNTS
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Average Account Value$137,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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