Jeffrey Scott Jackson
Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCJul 2021 to now
- City of the HighlandsMar 2020 to Jul 2021
- City of the HighlandsNov 2017 to Nov 2017
- Architectural Design CommitteeJan 2016 to Dec 2019
- Highlands Homeowners Association Covenants CommitteeJan 2016 to Dec 2017
- Various Insurance Carriers for W&r Insurance AgenciesAug 2011 to Jul 2021
- Waddell and ReedJul 2011 to Jul 2021
- Jeffrey S Jackson dba Jackson ConsultingMar 2011 to Jul 2021
- Lake Paganica LLCNov 2007 to Jul 2021
- Paganica Properties LLCNov 2007 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5948869
- Firm CRD
- 6413