Jackson
Greer
Duncan Williams Asset Management, LLC
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About this Advisor
Jackson Greer is a financial advisor based in Memphis, Tennessee, working with Duncan Williams Asset Management, LLC. Jackson has previously held positions at Strategic Financial Partners, Volta Logistics, Duncan Williams Asset Management, Ugsi Solutions, Just In Thyme Catering, Ducks Unlimited, Mississippi State, Christian Brothers High School, and Menagerie Farm. Jackson has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Jackson is part of Duncan Williams Asset Management, LLC, which operates out of Memphis, Tennessee. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 selection of other advisers. The fee structure at Duncan Williams Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Duncan Williams Asset Management, LLC Brokerage Details
$1,022,050,100
15
1,286
$794,751
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
Jackson Greer Work History
Duncan Williams Asset Management
Volta Logistics
Strategic Financial Partners
Duncan Williams Asset Management
Ugsi Solutions
Just In Thyme Catering
Ducks Unlimited
Mississippi State
Menagerie Farm
Christian Brothers High School
Disclosures
Please visit the SEC profile of Jackson Greer 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 Duncan Williams Asset Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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