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Michael Frazer Jackson

Investment adviser representative at Investor Advisory Group
12 yearsExperience
1 stateRegistered in
$172.1MFirm assets
12 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Investor Advisory GroupSep 2021 to now
  2. Investors Advisory GroupAug 2021 to now
  3. Carolina Paymasters, LLCJun 2014 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

Investor Advisory Group

Legal name: Investor Advisory Group, LLC

$172.1MAssets managed
184Clients
4Advisers
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
5678524
Firm CRD
106837
Advisor's SEC record (opens in a new tab)
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