Scott JacksonCRD Number: 4443921
Current Firm: J. W. Cole Advisors, Inc.
Scott Jackson (CRD# 4443921) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Oct 2014 - Current||2|
|J.w. Cole Advisors, Inc.||Tampa, FL||Oct 2014 - Current||2|
|Gf Investment Services, LLC||Sarasota, FL||Jun 2013 - Oct 2014||1|
|Platinum Wealth Partners||Tampa, FL||Mar 2011 - Oct 2014||3|
|Lasalle St. Securities, LLC||Tampa, FL||Mar 2010 - May 2013||3|
|Morgan Stanley Smith Barney||Tampa, FL||Jun 2009 - Mar 2010||< 1|
|Citigroup Global Markets Inc.||Tampa, FL||Oct 2006 - Jun 2009||2|
|Morgan Stanley||Tampa, FL||Sep 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV