Eric J Jackson
Investment adviser representative at Cps Investment Advisors
13 yearsExperience
1 stateRegistered in
$2.9BFirm assets
37 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Cps Investment AdvisorsMar 2021 to now
- LPL Financial, LLCAug 2019 to Mar 2021
- Allen & coJun 2019 to Mar 2021
- Morgan Stanley Private Bank, National AssociationDec 2017 to May 2019
- Morgan StanleyJan 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cps Investment Advisors
Legal name: Chas. P. Smith & Associates, Pa, Cpa's
$2.9BAssets managed
3,377Clients
15Advisers
37 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
- 6155421
- Firm CRD
- 104914