Hanna
Jackson

Thurston Springer Advisors

CRD#6816873
Investment Advisor
in Indianapolis, IN

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About this Advisor

Hanna Jackson is a financial advisor working in Indianapolis, Indiana. Jackson is on the advisory team at Thurston Springer Advisors. During their career, Jackson has held roles at Dsw, Wagner Reese Law Firm, Woodbury Financial Services Inc, Ubs Financial Services, Rbc Capital Markets, LLC, Thurston Springer Financial and Sanctuary Wealth. Jackson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Thurston Springer Advisors is an advisory company operating out of Indianapolis, IN. It has offices in 23 locations and a total of 67 employees. It controls $1 billion in total assets among its 3,556 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 3,556 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in investable assets. Thurston Springer Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services are provided. However, fee types billed by Thurston Springer Advisors can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

9000 Keystone Crossing Seventh Floor
Indianapolis, IN 46240

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Thurston Springer Advisors Brokerage Details

Total Assets Under Management

$1,112,976,471

IN Average: $1,347,246,178
Total Number of Employees

67

IN Average: 46
Total Number of Accounts

3,556

IN Average: 1,775
Average Account Size

$312,986

IN Average: $759,012

Investment Advisory Services

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

Hanna Jackson Work History

Hanna has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Thurston Springer Financial

2022 - 2022 (< 1 year)

Ubs Financial Services

2022 - 2023 (1 year)

Rbc Capital Markets, LLC

2019 - 2021 (2 years)

Sanctuary Wealth

2017 - 2019 (2 years)

Woodbury Financial Services Inc

2016 - 2016 (< 1 year)

Wagner Reese Law Firm

2014 - 2016 (2 years)

Dsw

*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 Hanna 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 Thurston Springer Advisors

Kevin Mcdougall
Indianapolis, IN
Hanna Jackson
Indianapolis, IN
James Gibbons
Annapolis, MD
Richard Trotta
Indianapolis, IN
Austin Murphy
Indianapolis, IN
Elizabeth Hurst
Indianapolis, IN
James Longstreth
Indianapolis, IN
Paul Murans
Indianapolis, IN

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.

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