Jerry JacksonCRD 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.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|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|
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
Total Assets Under Management209MILLIONS
Total Number of Accounts1,650ACCOUNTS
Average Account Value$126,842
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, LA, NE, OK, TX
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