Brienne JacksonCRD Number: 5580660
Current Firm: Legacy Wealth Management Inc.
Brienne Jackson (CRD# 5580660) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry. Brienne 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.
|Legacy Wealth Management||Memphis, TN||Aug 2008 - Current||8|
|William Howard & Company, Financial Advisors, Inc.||Memphis, TN||Jan 2005 - Aug 2008||3|
Total Assets Under Management1,019MILLIONS
Total Number of Accounts2,443ACCOUNTS
Average Account Value$417,251
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
AL, AR, CA, FL, GA, LA, MO, MS, NC, NY, SC, TN, TX