Robert Jackson, financial advisor Ponte Vedra Beach FL
93 score

Robert Jackson

CRD Number: 871658
Current Firm: Vista Financial Advisors, Inc.

Robert Jackson (CRD# 871658) is an Investment Advisor Representative working at Vista Financial Advisors, Inc. in Ponte Vedra Beach, FL and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Curbside Consults, LLC Ponte Vedra Beach, FL Jan 2016 - Current < 1
Vista Insurance Group Ponte Vedra Beach, FL Jan 2016 - Current < 1
Ag Income Partners, LLC Altamonte Springs, FL Nov 2015 - Current 1
Vista Financial Advisors, Inc. Jacksonville, FL Dec 1994 - Current 22
Lake Marian Paradise, LLC Jacksonville, FL Aug 2005 - Dec 2015 10
Mhp Management Group, Inc. Jacksonville, FL Sep 2003 - Dec 2015 12
Crystal River Investments, Inc. Jacksonville, FL Apr 2002 - Dec 2012 10
South Orange Avenue Trailer Park, Inc. Jacksonville, FL Apr 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1979
Contact Info for Robert S. Jackson
Phone Number: 904-880-8010
Firm Website: http://www.vistafa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $116,378
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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