Jerry Jackson, financial advisor Hurst TX
86 score

Jerry Jackson

CRD Number: 1201049
Current Firm: Karsten Advisors

Jerry Jackson (CRD# 1201049) is an Investment Advisor Representative working at Karsten Advisors in Hurst, TX and has over 33 years of experience in the finance industry. Jerry Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2015 - Current 1
Karsten Advisors Hurst, TX Aug 2015 - Current 1
Law Office Of Jerry B. Jackson Hurst, TX Oct 1974 - Current 42
H.d. Vest Advisory Services Ft. Worth, TX Jul 1990 - Aug 2015 25
H.d. Vest Investment Services Hurst, TX Mar 1984 - Aug 2015 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jerry B. Jackson
Phone Number: 817-295-7400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $126,842
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, LA, NE, OK, TX

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BADGES
86

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