Mathew Jackson, financial advisor Sandy UT
96 score

Mathew Jackson

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Mathew R. Jackson
Phone Number: 646-521-4300
Firm Website: https://www.etrade.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    5,445
    MILLIONS
  • Total Number of Accounts
    29,958
    ACCOUNTS
  • Average Account Value
    $181,751
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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