Scott Jackson, financial advisor Tampa FL
83 score

Scott Jackson

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Scott C. Jackson
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
83

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