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Larry Dean Jackson

Investment adviser representative at Sanctuary Advisors, LLC
16 yearsExperience
1 stateRegistered in
$34.9BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

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

16 years in the industry.

  1. Sanctuary Advisors, LLCOct 2022 to now
  2. Sanctuary Securities, Inc.Oct 2022 to now
  3. Bank of America, N.A.Feb 2022 to Oct 2022
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Oct 2022
  5. UnemployedAug 2021 to Jan 2022
  6. Fidelity Brokerage Services LLCJan 2008 to Jul 2021
  7. Fidelity Investments Institutional Services Company, Inc.Dec 2006 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Sanctuary Advisors, LLC

$34.9BAssets managed
19,540Clients
400Advisers
11 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
2640802
Firm CRD
226606
Advisor's SEC record (opens in a new tab)
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