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Beau Michael Jackson

Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
6 statesRegistered in
$640MFirm assets
10 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Mwa Financial Services Inc.Nov 2020 to now
  2. Modern Woodmen of AmericaSep 2020 to now
  3. Center Grove Soccer Club, LLC dba South Central Soccer AcademyAug 2019 to Aug 2020
  4. Jackson Coaching & ConsultingJan 2019 to Nov 2019
  5. Altitude Fc / Mountain RushMar 2017 to Aug 2019
  6. Axistence Athletics, LLCMay 2015 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 6 states (GA, IN, KY, OH, PA, SC).

Mwa Financial Services, Inc.

$640MAssets managed
2,012Clients
213Advisers
10 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
7313547
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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