Jackson
Smith

Loop Capital Asset Management

CRD#6478896
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jackson Smith is a financial advisor based in Houston, Texas, working with Loop Capital Asset Management. Jackson has previously held positions at Keybanc Capital Markets, Inc, Amegy Bank Of Texas N.A, Smith Graham & Co. Investment Advisors, L.P, and Loop Capital Asset Management - Tch LLC. Jackson has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Jackson is part of Loop Capital Asset Management, which operates out of Houston, Texas. The firm has 2 offices and 31 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Loop Capital Asset Management includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

440 Lousiana Street Ste 900
Houston, TX 77002

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Loop Capital Asset Management Brokerage Details

Total Assets Under Management

$8,491,174,466

TX Average: $1,855,561,029
Total Number of Employees

31

TX Average: 62
Total Number of Accounts

84

TX Average: 2,474
Average Account Size

$101,085,410

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jackson Smith Work History

2022 - Present (2 years)

Loop Capital Asset Management - Tch LLC

2018 - 2022 (4 years)

Smith Graham & Co. Investment Advisors, L.P

2015 - 2018 (3 years)

Keybanc Capital Markets, Inc

2014 - 2015 (1 year)

Amegy Bank Of Texas N.A

2013 - 2014 (1 year)

Amegy Bank Of Texas N.A

Disclosures

Please visit the SEC profile of Jackson Smith 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 Loop Capital Asset Management

Maurice Chevalier
Houston, TX
Richard Deary
Miami, FL
Jackson Smith
Houston, TX
George Onisiforou
Houston, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started