Portia Jackson (CRD# 6376396) is an Investment Advisor Representative working at Facet in Menifee, CA and has over 9 years of experience in the finance industry. Portia 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.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet | Baltimore, MD | Nov 2023 - Current | < 1 |
| Jackson Ventures Inc. | Menifee, CA | Feb 2016 - Nov 2023 | 7 |
| Pricewaterhousecoopers | Los Angeles, CA | Sep 2017 - Feb 2019 | 1 |
| Homemaking | Menifee, CA | Mar 2015 - Jan 2016 | < 1 |
| Bank Of America, N.a. | Century City, CA | Jan 2015 - Mar 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City, CA | Jul 2014 - Mar 2015 | < 1 |
| The Aerospace Corporation | El Segundo, CA | May 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
- TX
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Total Assets Under Management2,545MILLIONS
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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