Thomas
Jackson
Lpl Financial LLC
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About this Advisor
Thomas Jackson is a financial advisor who works in Charlottesville, Virginia who has 1 year of industry experience. Jackson is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Lpl Financial LLC, Virginia Tech University, Carroll Financial, Estes Express Lines, Kjellstrom And Lee, Midlothian High School, Salisbury Country Club and Midlothian Middle School. Jackson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs a broad set of services, such as 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 for financial management typically vary depending on which service is offered. However, fee types billed by Lpl Financial LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Thomas Jackson Work History
Thomas has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Carroll Financial
Estes Express Lines
Kjellstrom And Lee
Virginia Tech University
Salisbury Country Club
Midlothian High School
Midlothian Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas 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 Lpl Financial LLC
Fort Mill, SC
Dallas, TX
Aptos, CA
Crystal Lake, IL
Charlotte, NC
Naples, FL
Worcester, MA
Exton, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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