Donna
Jackson
Cumberland Advisors
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About this Advisor
Donna Jackson is a financial advisor based in Sarasota, Florida with 9 years of industry experience. Jackson is an employee of Cumberland Advisors. They have worked at Cumberland Advisors for their entire career. Jackson has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Florida. Cumberland Advisors is a registered investment firm that has its headquarters in Sarasota, FL. The company has a total of 45 financial advisors. It handles $3 billion in assets among its 2,914 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 56 charities and foundations. Of its 2,914 customer accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, market timing services and other services. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Cumberland Advisors most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cumberland Advisors Brokerage Details
$3,378,840,322
45
2,914
$1,159,520
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Market timing services
- Other
Donna Jackson Work History
Donna has been registered as a financial advisor for 9 years.*
Cumberland Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donna 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 Cumberland Advisors
Sarasota, FL
Sarasota, FL
Kiawah Island, SC
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
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