Eric
Jackson

Best Life Infinity, LLC

CRD#4800296
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Eric Jackson is a financial advisor based in Colorado Springs, Colorado, working with Best Life Infinity, LLC. Eric has previously held positions at E. C. Jackson & Associates, Investment Advisor Alliance, Militarysurvivor.Com LLC, Investment Advisor Group, Best Life Infinity, LLC, and American Tax & Financial Planners. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Idaho, Illinois, Louisiana, Maryland, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Currently, Eric is part of Best Life Infinity, LLC, which operates out of Colorado Springs, Colorado. The firm has 1 office and 10 employees. The firm manages assets totaling $30.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Best Life Infinity, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1755 Telestar Dr. Ste. 300
Colorado Springs, CO 80920

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Best Life Infinity, LLC Brokerage Details

Total Assets Under Management

$30,018,969

CO Average: $2,349,664,866
Total Number of Employees

10

CO Average: 28
Total Number of Accounts

86

CO Average: 1,101
Average Account Size

$349,058

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Eric Jackson Work History

2022 - Present (2 years)

Best Life Infinity, LLC

2017 - Present (7 years)

American Tax & Financial Planners

2021 - 2022 (1 year)

Investment Advisor Group

2016 - 2022 (6 years)

Militarysurvivor.Com LLC

2011 - 2021 (10 years)

Investment Advisor Alliance

2007 - 2016 (9 years)

E. C. Jackson & Associates

Disclosures

Please visit the SEC profile of Eric Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Best Life Infinity, LLC

Gavin Ganzkow
Colorado Springs, CO
Roger Nicholls
Boise, ID
Heather Thompson
Walpole, NH
Magan Zavislak
Williamstown, NJ
Eric Jackson
Colorado Springs, CO
Clark Milner
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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