Bryan
Jackson

Lpl Financial LLC

CRD#6109641
Investment Advisor
in Dallas, TX
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About this Advisor

Bryan Jackson is a certified financial planner operating in Dallas, Texas, who has been in the financial industry for 14 years. Jackson is an advisor for Lpl Financial LLC. The advisor has gained experience at Visionpoint Advisory Group, Ellison Christopher, LLC, Harbor Capital Management Inc and Lpl Financial, LLC. Jackson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Lpl Financial LLC is a registered investment business operating out of Dallas, Texas. The company has offices in 8,011 locations and a total of 22,703 advisors. It manages $153 billion in assets between its 680,466 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 899 charitable organizations. Of its 680,466 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets. Lpl Financial LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

TX Average: $16,012,751,954
Total Number of Employees

22,703

TX Average: 118
Total Number of Accounts

680,466

TX Average: 4,567
Average Account Size

$224,156

TX Average: $3,506,186

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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
  • Educational seminars/workshops
  • Other

Bryan Jackson Work History

Bryan has 14 years of experience.

2016 - Present (3 years)

Visionpoint Advisory Group

2016 - Present (3 years)

Lpl Financial, LLC

2012 - 2016 (4 years)

Harbor Capital Management Inc

2004 - Present (15 years)

Ellison Christopher, LLC

Disclosures

Bryan 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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