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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.

  1. Foster VictorJan 2024 to now
  2. Foster Victor Wealth AdvisorsJan 2024 to now
  3. Match Grade AdvisorsFeb 2022 to Dec 2023
  4. UnemployedDec 2021 to Feb 2022
  5. 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
Advisor's SEC record (opens in a new tab)
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