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Scott Ryan Jackson

Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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

10 years in the industry.

  1. LPL Financial, LLCJan 2026 to now
  2. Elevant WealthJan 2026 to now
  3. Brigham Young University - IdahoJan 2025 to now
  4. Snake River Investment Counsel LLCDec 2022 to Jan 2026
  5. Edward JonesJan 2022 to Dec 2022
  6. United Parcel ServiceNov 2021 to Jan 2022
  7. Kansas State UniversityOct 2021 to Aug 2022
  8. Cetera Advisors LLCNov 2020 to Oct 2021
  9. Cornerstone Financial AdvisorsMar 2020 to Oct 2021
  10. FedexDec 2018 to Jan 2019
  11. Redfish Lake LodgeMay 2018 to Oct 2018
  12. FedexDec 2017 to Dec 2017
  13. Redfish Lake LodgeJul 2017 to Sep 2017
  14. Brigham Young University - Idaho Testing CenterMar 2017 to Apr 2020
  15. FedexDec 2016 to Dec 2016
  16. Brigham Young University - IdahoSep 2016 to Apr 2020

Designations

  • CFP® certification
  • ChFC®

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (ID).

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
7239295
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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