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Kameron Ray Jackson

Investment adviser representative at Liberty Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 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 feePerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Liberty Wealth Management, LLCJul 2022 to now
  2. The Utility Reform NetworkFeb 2022 to Jun 2022
  3. StudentFeb 2012 to Feb 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

Liberty Wealth Management, LLC

$1.7BAssets managed
1,554Clients
23Advisers
8 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
7493598
Firm CRD
286001
Advisor's SEC record (opens in a new tab)
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