Eric Jackson (CRD# 4800296) is an Investment Advisor Representative working at Best Life Infinity, LLC in Colorado Springs, CO and has over 19 years of experience in the finance industry. Eric 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# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Best Life Infinity, LLC | Colorado Springs, CO | Oct 2022 - Current | 1 |
| American Tax & Financial Planners | Colorado Springs, CO | Jan 2017 - Current | 7 |
| Investment Advisor Group | Hancock, NY | Feb 2021 - Nov 2022 | 1 |
| Militarysurvivor.com LLC | Colorado Springs, CO | Dec 2016 - Oct 2022 | 5 |
| Investment Advisor Alliance | Harrington Park, NJ | Apr 2011 - Mar 2021 | 9 |
| E. C. Jackson & Associates | Colorado Springs, CO | Jun 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- CA
- CO
- FL
- ID
- IL
- LA
- MD
- MO
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- OK
- PA
- TX
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Total Assets Under Management30MILLIONS
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Total Number of Accounts86ACCOUNTS
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Average Account Value$349,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, GA, ID, IL, LA, MD, MO, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TN, TX, VA, WA, WI
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