Jeffrey JacksonCRD Number: 5948869
Current Firm: Waddell & Reed
Jeffrey Jackson (CRD# 5948869) is an Investment Advisor Representative working at Waddell & Reed in Hutchinson, KS and has over 6 years of experience in the finance industry. Jeffrey 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.
Financial Benefits, Inc.
Vsr Advisory Services
Ameriprise Financial Services, Inc.
|Architectural Design Committee||Hutchison, KS||Jan 2016 - Current||2|
|Highlands Homeowners Association Covenants Committee||Hutchinson, KS||Jan 2016 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Hutchinson, KS||Aug 2011 - Current||6|
|Waddell And Reed||Hutchinson, KS||Jul 2011 - Current||6|
|Jeffrey S Jackson Dba Jackson Consulting||Hutchinson, KS||Mar 2011 - Current||6|
|Lake Paganica LLC||Hutchinson, KS||Nov 2007 - Current||10|
|Jackson Consulting||Hutchinson, KS||Mar 2011 - Sep 2012||1|
|Agtrax Technologies||Hutchinson, KS||Apr 1996 - Mar 2011||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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