Erik David Jackson
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCJul 2021 to now
- Voyager Home Health CareOct 2018 to now
- Edaj LLCFeb 2018 to now
- Kindling GroupFeb 2018 to now
- Macalester CollegeMay 2012 to now
- Various Insurance Carriers for W&r Insurance AgenciesMay 2012 to now
- Red CrossJul 2015 to Jul 2018
- Waddell & Reed, IncMar 2012 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6034641
- Firm CRD
- 6413