Charles J. Jackson

JACKSON MONEY MANAGEMENT

Navarre, FL

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CRD#: 1127328

Professional summary

Charles Joseph Jackson is a registered financial advisor currently at JACKSON MONEY MANAGEMENT, INCORPORATED located in Navarre, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Charles has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 28, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Charles Joseph Jackson's CRS (Customer Relationship Summary).

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

Current

July 7, 1995 - Present

JACKSON MONEY MANAGEMENT, INCORPORATED

RIA

CRD#: 114558

Navarre, FL

Past

October 30, 1998 - January 28, 2008

JACKSON & COMPANY, INCORPORATED

CRD#: 45637

GULF BREEZE, FL

Past

January 1, 1996 - November 24, 1998

GINTEL & CO., LLC

CRD#: 356

GREENWICH, CT

Past

September 25, 1986 - November 13, 1995

BAXTER BROWN & COMPANY, INCORPORATED

CRD#: 7542

JACKSON, MS

Past

May 25, 1983 - October 8, 1986

MORGAN STANLEY DW INC.

CRD#: 7556

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(7/28/2025)

IAR

Florida
(3/24/1997)

IAR

Mississippi
(7/7/1995)

IAR

Texas
(8/22/1995)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 1/4/1999

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/1989

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 10/13/1987

Registered Options Principal Examination

Current Firm

JACKSON MONEY MANAGEMENT, INCORPORATED

CRD#: 114558 / SEC#:

Alabama

Registered Investment Advisory firm - (7/24/2025 Approved)

Florida

Registered Investment Advisory firm - (3/24/1997 Approved)

Mississippi

Registered Investment Advisory firm - (11/21/1991 Approved)

Texas

Registered Investment Advisory firm - (8/22/1995 Approved)

Virginia

Registered Investment Advisory firm - (12/31/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Navarre, FL

Mailing Address

Phone number

(850) 936-0033

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 45,913,046

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.

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Firm Stability Insights

Charles J. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Joseph Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON & COMPANY, INCORPORATED

GINTEL & CO., LLC

BAXTER BROWN & COMPANY, INCORPORATED

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/1995

Series 63

Date: 6/22/1983

Series 7

Date: 5/21/1983

Series 28

Date: 1/4/1999

Series 24

Date: 10/30/1989

Series 4

Date: 10/13/1987

Current Firm

JACKSON MONEY MANAGEMENT, INCORPORATED

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON MONEY MANAGEMENT, INCORPORATED

TRUST BUT VERIFY

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