Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Thomas Jackson, financial advisor York SC
93 score

Thomas Jackson

CRD Number: 1012134
Current Firm: Concorde Financial Resources, LLC

Thomas Jackson (CRD# 1012134) is an Investment Advisor Representative working at Concorde Financial Resources, LLC in York, SC and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Westminster Financial Securities Vandalia, OH Jul 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Apr 1992
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Thomas E. Jackson
Phone Number: 336-838-4100
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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