Claire
Jackson

Pensionmark Financial Group, LLC

CRD#4956528
Investment Advisor
in Auburn, ME

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About this Advisor

Claire Jackson is a financial advisor based out of Auburn, Maine who has 5 years of relevant experience. Jackson is on the advisory team at Pensionmark Financial Group, LLC. Jackson has gained experience at Allstate Insurance Co, Proequities Inc, Healey & Associates Inc, Pensionmark Securities, LLC, Pensionmark Financial Group, LLC and Angell Pension Group. Jackson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Maine. Pensionmark Financial Group, LLC is a company based out of Santa Barbara, CA. The company has offices in 59 locations and a total of 244 people on staff. It oversees $27 billion in assets under management between its 7,380 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 142 charities and foundations. Of its 7,380 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on the type of services provided. Fees charged by Pensionmark Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

232 Center Street
Auburn, ME 04212-3160

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

ME Average: $7,578,581,321
Total Number of Employees

244

ME Average: 43
Total Number of Accounts

7,380

ME Average: 3,727
Average Account Size

$3,607,399

ME Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Claire Jackson Work History

Claire has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pensionmark Securities, LLC

2018 - Present (6 years)

Pensionmark Financial Group, LLC

2018 - 2018 (< 1 year)

Angell Pension Group

2013 - 2018 (5 years)

Proequities Inc

2013 - 2018 (5 years)

Healey & Associates Inc

2011 - 2013 (2 years)

Allstate Insurance Co

*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 Claire 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 Pensionmark Financial Group, LLC

Katherine Mach
Fort Mill, SC
Jason Cohn
Brentwood, TN
Joshua Johnson
San Antonio, TX
Melanie Brown
South Burlington, VT
Rogelio Rocha
Los Angeles, CA
Barry Toole
Santa Barbara, CA
Valerie Digennaro
Saint Petersburg, FL
Erik Gotrik
Madison, WI

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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