Jackson Johnson (CRD# 7173165) is an Investment Advisor Representative working at Cuso Financial Services in Tobaccoville, NC and has 1 year of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 5895360
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Oct 2023 - Current | < 1 |
| Allegacy Federal Credit Union | Tobaccoville, NC | Oct 2023 - Current | < 1 |
| Edward Jones Investments | Rural Hall, NC | Sep 2019 - Oct 2023 | 4 |
| Full-time Education - Liberty University | Lynchburg, VA | Aug 2020 - May 2023 | 2 |
| Trump Victory Nc | Winston-salem, NC | Apr 2020 - Aug 2020 | < 1 |
| Full-time Education - Stokes Early College High School | Danbury, NC | Aug 2016 - May 2020 | 3 |
| Full-time Education - Chestnut Grove Middle School | King, NC | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NC
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, WY
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