Cathy
Jackson
Next Financial Group, Inc
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About this Advisor
Cathy Jackson is a financial advisor working in East Fallowfied, Pennsylvania with 13 years of relevant experience. Jackson is currently employed by Next Financial Group, Inc. They have worked at Next Financial Group, Inc for their entire career. Jackson has Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Pennsylvania. Next Financial Group, Inc is a financial advisory business based in Houston, TX. The company has offices in 280 locations and a total of 587 employees. It oversees $3 billion in assets across its 16,162 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 47 charitable organizations. Of its 16,162 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm has a broad range 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. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Next Financial Group, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$2,919,044,437
587
16,162
$180,612
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
Cathy Jackson Work History
Cathy has been registered as a financial advisor for 13 years.*
Next Financial Group Inc
*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 Cathy Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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