Eric
Jackson
Cps Investment Advisors
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About this Advisor
Eric Jackson is a financial advisor working out of Lakeland, Florida, who has 2 years of relevant experience. Jackson currently works for Cps Investment Advisors. Over the course of their career, Jackson has held roles at Morgan Stanley, Allen & Co, Lpl Financial, LLC and Morgan Stanley Private Bank, National Association. Jackson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Cps Investment Advisors is a financial advisory firm based in Lakeland, FL. It manages $2 billion in assets across its 7,080 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 24 charities and foundations. Of its 7,080 client accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cps Investment Advisors has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on which service is offered. However, fee types billed by Cps Investment Advisors most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cps Investment Advisors Brokerage Details
$1,988,218,796
21
7,080
$280,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Eric Jackson Work History
Eric has been registered as a financial advisor for 2 years.*
Allen & Co
Lpl Financial, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 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 Cps Investment Advisors
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
