Michael
Jackson
Investor Advisory Group
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About this Advisor
Michael Jackson is a financial advisor based in Charlotte, North Carolina with a total of 2 years of industry experience. Jackson is an advisor for Investor Advisory Group. Over the course of their career, they have held roles at Wells Fargo Securities, LLC, Carolina Paymasters, LLC and Investors Advisory Group. Jackson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Investor Advisory Group is a firm operating out of Charlotte, NC. The investment advisory business has just four employees. It has $126 million in assets under management among its 418 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 418 accounts, 37% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Investor Advisory Group offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fee types billed by Investor Advisory Group can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investor Advisory Group Brokerage Details
$125,661,566
4
418
$300,626
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
Michael has been registered as a financial advisor for 2 years.*
Investors Advisory Group
Carolina Paymasters, LLC
Wells Fargo Securities, LLC
*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 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
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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