Stephen Jackson, financial advisor Uniontown OH

Stephen Jackson

CRD Number: 6873355
Current Firm: Integrated Wealth Management, Inc.

Stephen Jackson (CRD# 6873355) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Uniontown, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Management, Inc. Uniontown, OH Jan 2020 - Current < 1
Integrated Wealth Management Uniontown, OH Jan 2020 - Current < 1
Edward Jones St Louis, MO Nov 2017 - Current 3
Bny Mellon Pittsburgh, PA Nov 2018 - Mar 2019 < 1
Bost Benefits Moon Twp, PA Jun 2018 - Oct 2018 < 1
Edward Jones Moon Twp, PA Sep 2017 - Mar 2018 < 1
Genesis Church Alliquippa, PA Jul 2017 - Oct 2017 < 1
Genesis Church Moon Twp, PA Apr 2017 - Sep 2017 < 1
English First Nanjing, Mar 2016 - Apr 2017 1
English First Nanjing, Mar 2016 - Apr 2017 1
Ditkas Robinson, PA Feb 2015 - Mar 2016 1
Genesis Alliquippa, PA Sep 2012 - Dec 2015 3
Genesis Church Moon Twp, PA Aug 2013 - Feb 2015 1
Geneva College Beaver Falls, PA Jan 2010 - May 2014 4
Geneva College Beaver Falls, PA Sep 2011 - Jan 2013 1
Moon Township Municipal Authority Moon Twp, PA Apr 2010 - Aug 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Stephen S. Jackson
Phone Number: 330-896-1644
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $240,062
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

OH

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