Kristopher A Jackson
Investment adviser representative at Capital Analysts
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you Kristopher A Jackson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capital AnalystsOct 2024 to now
- Lincoln InvestmentJul 2024 to now
- Barton CollegeAug 2023 to May 2024
- Tyler CurleeMay 2023 to Aug 2023
- SportfiveMay 2023 to May 2023
- Barton CollegeAug 2022 to May 2023
- Tyler CurleeMay 2022 to Aug 2022
- Barton CollegeAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Barton CollegeAug 2020 to May 2021
- UnemployedJun 2020 to Aug 2020
- Barton CollegeAug 2019 to May 2020
- Bradford Creek Public Golf CourseJun 2019 to Aug 2019
- Jh Rose HighschoolAug 2018 to Jun 2019
- Bradford Creek Public Golf CourseJun 2018 to Aug 2018
- Jh Rose High SchoolAug 2017 to Jun 2018
- Bradford Creek Public Golf CourseJun 2017 to Aug 2017
- Jh Rose HighschoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 7559047
- Firm CRD
- 162200