Eric Warren Jackson
Investment adviser representative at Cobblestone Asset Management
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$258.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cobblestone Asset ManagementJul 2020 to now
- Independent Financial GroupJun 2020 to now
- Envestnet Money Guide ProJan 2019 to Jun 2020
- Capitol Securities Management Inc.Jul 2016 to Jan 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cobblestone Asset Management
Legal name: Cobblestone Asset Management LLC
$258.9MAssets managed
432Clients
4Advisers
3 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
- 6648336
- Firm CRD
- 326545