Jay Jackson (CRD# 7660389) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fiduciary Alliance | Greenville, SC | Jan 2024 - Current | < 1 |
| Pfs Investments Inc. | Houston, TX | Nov 2022 - Jan 2024 | 1 |
| Primerica Financial Services | Houston, TX | Sep 2022 - Jan 2024 | 1 |
| Jackson Hewitt Tax Service | Stafford, TX | Dec 2022 - Apr 2023 | < 1 |
| Self-employed Financial Coach | Missouri City, TX | Mar 2022 - Jan 2023 | < 1 |
| Rethink Wealth | Houston, TX | Apr 2022 - Aug 2022 | < 1 |
| Shell Oil Company | Houston, TX | Jun 2000 - Feb 2022 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- TX
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Total Assets Under Management1,228MILLIONS
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Total Number of Accounts16,591ACCOUNTS
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Average Account Value$74,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI
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