AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PJ

Paul J. Jackson

Some features on this profile are disabled
CRD#: 1065471
PJ

Professional summary


Paul Joseph Jackson was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Paul is a previously registered financial advisor and started their career in finance in 1982. Prior to being barred, Paul had worked at 3 firms, which includes PAUL J. JACKSON & ASSOCIATES LTD., LEHMAN BROTHERS INC., ADVEST INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 14, 1994 - December 31, 2014

PAUL J. JACKSON & ASSOCIATES, LTD.

RIA
CRD#: 125969
NEWTON, MA
Past

June 2, 1983 - March 21, 1985

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 24, 1982 - May 31, 1983

ADVEST, INC.

BD
CRD#: 10

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/24/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PJ
PAUL J. JACKSON & ASSOCIATES, LTD.
PAUL J. JACKSON & ASSOCIATES, LTD.

CRD#: 125969 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
73 Lexington Street Suite 104, Newton, MA 02466
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAUL J. JACKSON & ASSOCIATES, LTD.

CRD#: 125969

TRUST BUT VERIFY

Monitor Paul Jackson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics