Irwin
Jackson

Wells Fargo Advisors Financial Network, LLC

CRD#702198
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Irwin Jackson is a certified financial planner located in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Wells Fargo Advisors Financial Network, LLC, Jackson has a notable 37 years of experience as an investment advisor. Jackson has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Jackson is registered to advise investors in Florida, Pennsylvania and Texas. Jackson has gained experience at Manufacturers Life Ins. Co, Heritage Financial Group, Heritage Financial Partners Inc, Wachovia Securities Financial Network LLC and Wells Fargo Advisors Financial Network LLC. Wells Fargo Advisors Financial Network, LLC is based out of Pittsburgh, Pennsylvania, and operates out of 729 locations in the country. In aggregate, Wells Fargo Advisors Financial Network, LLC manages $49 billion in assets throughout 149,098 client accounts and retains more than 1,997 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 106,411 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 41% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Advisors Financial Network, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

37 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1501 Reedsdale St Ste 302
Pittsburgh, PA 15233

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

PA Average: $11,469,110,461
Total Number of Employees

1,978

PA Average: 458
Total Number of Accounts

154,383

PA Average: 33,415
Average Account Size

$307,810

PA Average: $343,232

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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
  • Other

Irwin Jackson Work History

Irwin has 37 years of experience.

2009 - Present (10 years)

Wells Fargo Advisors Financial Network LLC

2003 - 2009 (6 years)

Wachovia Securities Financial Network LLC

1995 - Present (24 years)

Heritage Financial Partners Inc

1987 - Present (32 years)

Heritage Financial Group

1981 - Present (38 years)

Manufacturers Life Ins. Co

Disclosures

Irwin Jackson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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