Emma Elizabeth Jackson
Investment adviser representative at Phoenix Wealth Advisors Inc.
10 yearsExperience
1 stateRegistered in
$641.4MFirm assets
24 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Raymond James Financial ServicesOct 2021 to now
- Phoenix Wealth Advisors Inc.Sep 2021 to now
- UnemployedMay 2021 to Sep 2021
- Robert W Baird & Co., IncorporatedOct 2017 to Apr 2021
- Morgan Stanley Smith BarneyFeb 2011 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Phoenix Wealth Advisors Inc.
$641.4MAssets managed
1,592Clients
7Advisers
24 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
- 5052924
- Firm CRD
- 118412