Danny R Jackson
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCJul 2026 to now
- Old National BankJul 2026 to now
- Bank of America, N.A.Feb 2023 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Jul 2026
- Fifth Third SecuritiesAug 2021 to Jan 2023
- Fifth Third BankNov 2019 to Jan 2023
- Cvs HealthJun 2009 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7425565
- Firm CRD
- 6413