Jeffrey Jackson, financial advisor Troy MI

Jeffrey Jackson

CRD Number: 6950944
Current Firm: Goldman Sachs Ayco Personal Financial Management

Jeffrey Jackson (CRD# 6950944) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Troy, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs & Company LLC Troy, MI Jan 2021 - Current 2
The Ayco Company, L.p./mercer Allied Troy, MI Apr 2018 - Jan 2021 2
The Ayco Company, LP Troy, MI Feb 2016 - Apr 2018 2
Oakland University Rochester, MI Sep 2013 - Apr 2018 4
Tim Horton's Troy, MI Oct 2013 - Mar 2016 2
The Detroit Zoo Royal Oak, MI Mar 2013 - Aug 2013 < 1
Troy High School Troy, MI Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jeffrey E. Jackson
Phone Number: 518-886-4000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    31,819
    MILLIONS
  • Total Number of Accounts
    64,043
    ACCOUNTS
  • Average Account Value
    $496,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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