Nazaree Jackson
Investment adviser representative at Edward Jones
23 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Edward JonesSep 2023 to now
- Financial Advocates Investment ManagementNov 2020 to Aug 2023
- Strategic Wealth Advisors GroupJul 2020 to Nov 2020
- LPL Financial, LLCMar 2020 to Jul 2023
- UnemployedAug 2017 to Feb 2020
- Edward JonesDec 2003 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 4756576
- Firm CRD
- 250