Jackson Smith (CRD# 6478896) is an Investment Advisor Representative working at Loop Capital Asset Management in Houston, TX and has over 7 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Loop Capital Asset Management - Tch LLC | Miami, FL | Nov 2022 - Current | 1 |
| Smith Graham & Company Investment Advisors, LP | Houston, TX | Oct 2018 - Oct 2022 | 4 |
| Keybanc Capital Markets, Inc. | Houston, TX | Apr 2015 - Sep 2018 | 3 |
| Amegy Bank Of Texas N.a. | Houston, TX | Sep 2014 - Apr 2015 | < 1 |
| Amegy Bank Of Texas N.a. | Houston, TX | Jan 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
- TX
-
Total Assets Under Management8,491MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$101,085,410
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
DE, FL, IL, NY, TX
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