Jackson Tate Everson
Investment adviser representative at Florida Financial Advisors, LLC
22 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Florida Financial Advisors, LLCJul 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJul 2026 to now
- UnemployedJun 2025 to Jun 2026
- UncwAug 2024 to May 2025
- UnemployedSep 2022 to Jul 2024
- Country Club of SalisburyApr 2022 to Aug 2022
- UnemployedSep 2021 to Mar 2022
- Country Club of SalisburyApr 2021 to Aug 2021
- UnemployedSep 2004 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, SC).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 8313247
- Firm CRD
- 288811