Jackson
Fleming
Optimus Capital Advisors, LLC
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About this Advisor
Jackson Fleming is a financial advisor based in Coppell, Texas, working with Optimus Capital Advisors, LLC. Jackson has previously held positions at Digital Intelligence Systems LLC, Wells Fargo Clearing Services LLC, Northwestern Mutual, Usa Hockey, Cheddars Scratch Kitchen, Five Guys, Billy G'S, Uber, Wells Fargo Advisors, Charles Schwab & Co., Inc, Gds Wealth Management, and Optimus Capital Advisors, LLC. Jackson has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jackson is part of Optimus Capital Advisors, LLC, which operates out of Coppell, Texas. The firm has 3 employees and manages assets totaling $245.1 million. The firm serves charitable organizations and high-net-worth individuals, offering services such as financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Optimus Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Optimus Capital Advisors, LLC Brokerage Details
$245,070,299
3
471
$520,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jackson Fleming Work History
Optimus Capital Advisors, LLC
Gds Wealth Management
Charles Schwab & Co., Inc
Digital Intelligence Systems LLC
Wells Fargo Clearing Services LLC
Wells Fargo Advisors
Northwestern Mutual
Cheddars Scratch Kitchen
Uber
Five Guys
Billy G'S
Usa Hockey
Disclosures
Please visit the SEC profile of Jackson Fleming 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 Optimus Capital Advisors, LLC
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
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