Theresa Gregory Jackson
Investment adviser representative at Independent Advisor Alliance, LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.2BFirm assets
Are you Theresa Gregory Jackson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Independent Advisor Alliance, LLCOct 2018 to now
- LPL Financial, LLCSep 2009 to now
- Nationwide Insurance CompanyApr 1995 to now
- Independent Financial PartnersDec 2010 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2611128
- Firm CRD
- 168267