Staci Lynne Jackson
Investment adviser representative at Strategic Advisory Services
13 yearsExperience
1 stateRegistered in
$201.2MFirm assets
4 yearsFirm in business
Are you Staci Lynne 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Strategic Advisory Services, LLCAug 2022 to now
- LPL Financial LLCNov 2013 to now
- Wealthcare Advisory Partners, LLC d/b/a Paragon Wealth SolutionsJun 2019 to Aug 2022
- Independent Financial PartnersOct 2015 to Jun 2019
- Paragon National BankDec 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
Strategic Advisory Services
Legal name: Strategic Advisory Services, LLC
$201.2MAssets managed
254Clients
9Advisers
4 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
- 3193371
- Firm CRD
- 287984