Christopher JacksonCRD Number: 5999114
Current Firm: Mercer Global Advisors Inc.
Christopher Jackson (CRD# 5999114) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 5 years of experience in the finance industry. Christopher 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.
Greyfox Investors LLC
Montecito Investment Strategies
Haven Capital Group
|Mercer Global Advisors Inc.||Santa Barbara, CA||Sep 2015 - Current||1|
|Mercer Global Advisors Inc.||Santa Barbara, CA||Jul 2015 - Sep 2015||< 1|
|Churchill Management||Los Angeles, CA||Aug 2010 - Jul 2015||4|
|Soho Experiential||Los Angeles, CA||Aug 2011 - Dec 2012||1|
|Fitness Blowout.com||Los Angeles, CA||Apr 2009 - Dec 2010||1|
|Encore Nationwide||Los Angeles, CA||May 2010 - Jul 2010||< 1|
|City Of Beverly Hills||Beverly Hills, CA||Nov 2008 - May 2010||1|
|The Hollywood Hills||Beverly Hills, CA||Jun 2008 - Nov 2008||< 1|
|Ucla Athletics||Los Angeles, CA||Apr 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management6,074MILLIONS
Total Number of Accounts18,595ACCOUNTS
Average Account Value$326,627
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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