Stephen
Jackson

Lpl Financial LLC

CRD#3175478
Investment Advisor
in Madison, AL

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About this Advisor

Stephen Jackson is a financial advisor operating out of Madison, Alabama, who has been in the advisory business for 13 years. Jackson currently works for Lpl Financial LLC. They have been employed by Lpl Financial Llc for their complete career. Jackson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama. Lpl Financial LLC is a financial advisory firm that has its headquarters in Madison, Alabama. It has offices in 9,519 locations and a total of 23,035 people on staff. It administers $208 billion in total assets between its 892,326 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 1,956 charities and foundations. Of its 892,326 client accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets. The company performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on the services provided. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7600 Hwy 72 W, Suite 201
Madison, AL 35758

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AL Average: $646,059,043
Total Number of Employees

23,035

AL Average: 13
Total Number of Accounts

892,326

AL Average: 661
Average Account Size

$232,867

AL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stephen Jackson Work History

Stephen has 13 years of experience.

2007 - Present (14 years)

Linsco/Private Ledger Corp

Disclosures

Stephen Jackson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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