Matthew JacksonCRD Number: 6393780
Current Firm: Jackson Wealth Management, LLC
Matthew Jackson (CRD# 6393780) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 2 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Jackson Wealth Management, LLC||Lake Mary, FL||Jan 2014 - Current||3|
|Ucf||Orlando, FL||Aug 2010 - Aug 2014||4|
|Strategic Allied Consulting||Orlando, FL||Aug 2012 - Nov 2012||< 1|
|Lake Highland Prep High School||Orlando, FL||Aug 2007 - Aug 2010||3|
|Lawrenceville Prep||Lawrenceville, NJ||Aug 2006 - Aug 2007||1|
|Trinity Prep Middle School||Orlando, FL||Aug 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management302MILLIONS
Total Number of Accounts2,862ACCOUNTS
Average Account Value$105,353
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, MI, NC, NY, SC, TX, VA