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Michael John Jackson

Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 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.

  1. Edward JonesMar 2024 to now
  2. UnemployedAug 2023 to Feb 2024
  3. First Republic BankJul 2019 to Jul 2023
  4. Resalign IncMar 2018 to Jun 2018
  5. JP Morgan Chase BankFeb 2017 to Jul 2019
  6. JPMorgan Securities LLCFeb 2017 to Jul 2019
  7. Lazy DogDec 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AZ, CA).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
6375118
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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