Michael
Jackson
Investor Advisory Group
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About this Advisor
Michael Jackson is a financial advisor based in Charlotte, North Carolina, working with Investor Advisory Group. Michael has previously held positions at Carolina Paymasters, LLC and Investors Advisory Group. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Michael is part of Investor Advisory Group, which operates out of Charlotte, North Carolina. The firm has 1 office and 4 employees. The firm manages assets totaling $140.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Investor Advisory Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investor Advisory Group Brokerage Details
$140,933,246
4
464
$303,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Michael Jackson Work History
Investors Advisory Group
Carolina Paymasters, LLC
Disclosures
Please visit the SEC profile of Michael 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 Investor Advisory Group
Charlotte, NC
Charlotte, NC
Charleston, SC
Charlotte, NC
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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.
