Tayvon
Jackson

Impact Partnership Wealth, LLC

CRD#5976837
Investment Advisor
in Hyattsville, MD

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About this Advisor

Tayvon Jackson is a financial advisor operating in Hyattsville, Maryland, with a total of 2 years of relevant experience. Jackson is currently employed by Impact Partnership Wealth, LLC. Over the course of their career, Jackson has held roles at Edward Jones, Global Asset Management Group, Inc, Marketguard, Impact Partnership Wealth, LLC, New Perspective Financial Solutions and Jackson Publishing, LLC. Jackson holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Maryland. Impact Partnership Wealth, LLC is a financial advisory company headquartered in Kennesaw, GA. The investment advisory business has offices in 30 locations and a total of 37 people on staff. It handles $292 million in assets across its 2,042 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,042 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in investable assets. Impact Partnership Wealth, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually are based on the services. However, fees charged by Impact Partnership Wealth, LLC can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8201 Corporate Drive Suite 1135
Hyattsville, MD 20785

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Impact Partnership Wealth, LLC Brokerage Details

Total Assets Under Management

$291,965,318

MD Average: $3,570,121,308
Total Number of Employees

37

MD Average: 58
Total Number of Accounts

2,042

MD Average: 1,608
Average Account Size

$142,980

MD Average: $2,220,225

Investment Advisory Services

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

Tayvon Jackson Work History

Tayvon has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Impact Partnership Wealth, LLC

2017 - Present (7 years)

New Perspective Financial Solutions

2016 - Present (8 years)

Jackson Publishing, LLC

2021 - 2021 (< 1 year)

Marketguard

2019 - 2019 (< 1 year)

Global Asset Management Group, Inc

2011 - 2017 (6 years)

Edward Jones

*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 Tayvon 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 Impact Partnership Wealth, LLC

Shawna Moore
Anaheim, CA
Michael Weinberger
Kennesaw, GA
Kelton Burgess
Kennesaw, GA
Bo Ruei Chen
Kennesaw, GA
Randy Kohrs
Kennesaw, GA
Corey Hodges
Winston Salem, NC
Achilleas Vargiamis
Wilmington, DE
Chelsea Redding
Kennesaw, GA

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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