Anna
Jackson
Eastover Capital Management
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About this Advisor
Anna Jackson is a financial advisor based in Charlotte, North Carolina, working with Eastover Capital Management. Anna has previously held a position at Eastover Capital Management and is registered to provide services in North Carolina. Currently, Anna is part of Eastover Capital Management, which operates out of Charlotte, North Carolina. The firm has 5 employees and manages assets totaling $327.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Eastover Capital Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eastover Capital Management Brokerage Details
$327,731,715
5
544
$602,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Anna Jackson Work History
Eastover Capital Management
Disclosures
Please visit the SEC profile of Anna 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 Eastover Capital Management
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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