Mathew JacksonCRD Number: 6031865
Current Firm: E*trade Capital Management, LLC
Mathew Jackson (CRD# 6031865) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Sandy, UT and has over 5 years of experience in the finance industry. Mathew Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
|E*trade Capital Management LLC||Sandy, UT||Jul 2017 - Current||< 1|
|E*trade Securities LLC||Sandy, UT||Jul 2017 - Current||< 1|
|Fidelity Investments||American Fork, UT||Feb 2012 - Jul 2017||5|
|Mountain Care Pharmacy||Murray, UT||Dec 2009 - Feb 2012||2|
|Pharmerica||Salt Lake City, UT||Dec 2008 - Dec 2009||1|
|Sav-on Pharmacy||Holladay, UT||Apr 2008 - Dec 2008||< 1|
|Headquarters Wholesale||West Jordan, UT||Jul 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- A percentage of assets under your management
- 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
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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