Robert JacksonCRD 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|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||21|
|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|
Total Assets Under Management69MILLIONS
Total Number of Accounts595ACCOUNTS
Average Account Value$116,378
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
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