Donna Jackson, financial advisor Sarasota FL

Donna Jackson

CRD Number: 6398847
Current Firm: Cumberland Advisors

Donna Jackson (CRD# 6398847) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 9 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Cumberland Advisors Sarasota, FL Jan 2008 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Donna M. Jackson
Phone Number: 800-257-7013
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,420
    MILLIONS
  • Total Number of Accounts
    2,608
    ACCOUNTS
  • Average Account Value
    $1,311,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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