Jeffrey
Jackson
Janney Montgomery Scott LLC
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About this Advisor
Jeffrey Jackson is a financial advisor working out of Goldsboro, North Carolina who has 6 years of relevant experience. Jackson currently works for Janney Montgomery Scott LLC. Over the course of their career, Jackson has held roles at Raymond James Financial Services, Dixon Wells, Goldsboro Securities, LLC, Raymond James Financial Services Advisors, Inc and Janney Montgomery Scott LLC. Jackson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in North Carolina. Janney Montgomery Scott LLC is an advisory firm headquartered in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 advisors. It has $73 billion in assets across its 216,397 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on the financial services provided. Fees charged by Janney Montgomery Scott LLC can be comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Jackson Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Janney Montgomery Scott LLC
Raymond James Financial Services Advisors, Inc
Goldsboro Securities, LLC
Raymond James Financial Services
Dixon Wells
*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 Jeffrey 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 Janney Montgomery Scott LLC
West Hartford, CT
New Haven, CT
Philadelphia, PA
Atlanta, GA
Greenville, SC
Albany, NY
Atlanta, GA
York, PA
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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