Meghan JacksonCRD Number: 4518777
Current Firm: David Vaughan Investments Inc.
Meghan Jackson (CRD# 4518777) is an Investment Advisor Representative working at David Vaughan Investments Inc. in Peoria, IL and has over 13 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|David Vaughan Investments||Peoria, IL||May 2008 - Current||9|
|Citigroup Global Markets Inc.||Peoria, IL||Aug 2003 - Apr 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Jul 2004|
Total Assets Under Management1,968MILLIONS
Total Number of Accounts1,872ACCOUNTS
Average Account Value$1,051,224
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, IA, IL, IN, LA, MI, MO, NE, NY, PA, TX, WI