Jay
Jackson
The Fiduciary Alliance
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About this Advisor
Jay Jackson is a financial advisor based in Houston, Texas, working with The Fiduciary Alliance. Jay has previously held positions at Primerica Financial Services, Pfs Investments Inc, Self-Employed Financial Coach, Rethink Wealth, Shell Oil Company, Jackson Hewitt Tax Service, and The Fiduciary Alliance. Jay has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Jay is part of The Fiduciary Alliance, which operates out of Houston, Texas. The firm has 14 offices and 42 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Fiduciary Alliance includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Fiduciary Alliance Brokerage Details
$1,227,969,964
42
16,591
$74,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jay Jackson Work History
The Fiduciary Alliance
Primerica Financial Services
Pfs Investments Inc
Self-Employed Financial Coach
Rethink Wealth
Jackson Hewitt Tax Service
Shell Oil Company
Disclosures
Please visit the SEC profile of Jay Jackson 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 The Fiduciary Alliance
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Bagley, MN
Tewksbury, MA
Greenville, SC
Bagley, MN
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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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.
