Jackson
Smith

Loop Capital Asset Management

CRD#6478896
Investment Advisor
in Houston, TX

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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

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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

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

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