Jackson Creech Morrissey
Investment adviser representative at Foster Victor
14 yearsExperience
1 stateRegistered in
$2.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Foster VictorJan 2024 to now
- Foster Victor Wealth AdvisorsJan 2024 to now
- Match Grade AdvisorsFeb 2022 to Dec 2023
- UnemployedDec 2021 to Feb 2022
- StudentJul 2012 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
Foster Victor
Legal name: Foster Victor Wealth Advisors, LLC
$2.6BAssets managed
1,728Clients
20Advisers
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
- 7591783
- Firm CRD
- 283656