Matthew Jackson (CRD# 5675811) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Augustine, FL and has over 13 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St Augustine, FL | Jan 2023 - Current | 1 |
| Suntrust Advisory Services | Atlanta, GA | Aug 2016 - Jan 2023 | 6 |
| Suntrust Investment Services,inc | Atlanta, GA | Mar 2014 - Jan 2023 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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