JJ
Jean W. Jackson
CETERA INVESTMENT ADVISERS LLC
FORT WAYNE, IN 46825
Some features on this profile are disabled
CRD#: 1707678
JJ
Professional summary
Jean Wesley Jackson, who also goes by J Wesley Jackson, Wes Jackson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Wayne, Indiana and HORSE COVE PARTNERS LLC located in Fort Wayne, Indiana.
Jean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Jean has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Wesley Jackson | Wes Jackson
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.
1.)FIXED INSURANCE THROUGH JACKSON BROKERAGE. 2.)PAST PRESIDENT, NATIONAL ASSOCIATION OF INSURANCE & FUND ADVISORS, ASSISTING CURRENT PRESIDENT WITH DUTIES RUNNING LOCAL CHAPTER. 2 HOURS, 0 COMPENSATION. 3.)PRESIDENT AND 100% OWNER OF JACKSON BROKERAGE, MANAGING ALL ASPECTS FOR THE BUSINESS. 4.) FINANCIAL IDENTITY ADVISORS, INC., PRESIDENT AND OWNER, INSURANCE & INVESTMENTS, CAN INCLUDE SECURITIES CLIENTS THAT ARE ALSO BANK CLIENTS NEEDING FINANCIAL PRODUCTS, 10 HOURS PER WEEK EARNING COMMISSIONS AND FEES. 5.)FINANCIAL INSTITUTION NETWORKS, INC., OWNER, SHELL COMPANY FOR FUTURE USE, NO USE AT THIS TIME. 6.)JACKSON BROKERAGE CORP-ZIGLAR CERTIFIED TRAINER AND SPEAKER 10HRS WK. PERSONAL LIFE COACHING,BUSINESS COACHING, TRAINING FOR INDIVIDUAL. DOES NOT INVOLVE SECURITIES. 7.)EMPOWERED INTERNATIONAL, DIRECTOR/BOARDMEMBER RELIGIOUS OUTREACH TRAINING AND DEVELOPMENT, BIBLICAL LEADERSHIP AND LIFE SKILLS 20HRS MONTH (2) 8.) BOARD MEMBER OF DAWSONS CREEK PROFESSIONAL VILLAGE (OFFICE PARK ASSOC. BOARD) 2HRS MONTH, NO SECURITIES CLIENTS/NOT INVESTMENT RELATED. 9.) NEW HOPE FARMS PRESIDENT-FAITH BASED MENTORING LIFE SKILLS, OUTREACH AND CAREER COACHING, FORMATION/DIRECTION/DELEGATION 4 HRS MONTH, NO SECURITIES CLIENTS/NO INVESTMENT ACTIVITIES. 10.) HORSE COVE PARTNERS LLC INVESTMENT ADVISORY SERVICES AND INVESTMENT MANAGEMENT SERVICES 15 HRS/WK OVERSIGHT OF CURRENT AND FUTURE CLIENT ASSET MANAGEMENT 11.) MAJESTIC HEIGHTS PARTNERS, LLC, 50% OWNER, HOLDING COMPANY OF FINANCIAL SERVICES ENTITIES, BASIC MANAGEMENT FUNCTIONS, <1HR/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Jean Wesley 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®
NoneExperience
Current
February 17, 2017 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10355 Dawsons Creek Blvd Ste F, Fort Wayne, IN 46825RIA
CRD#: 105644
FORT WAYNE, IN
Current
April 4, 2024 - Present
HORSE COVE PARTNERS LLC
Office #1: 10355 Dawsons Creek Blvd. Ste F, Fort Wayne, IN 46825RIA
CRD#: 172389
Fort Wayne, IN
Current
August 2, 2007 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 10355 Dawson's Creek Blvd Suite F, Fort Wayne, IN 46825Office #2: 10355 Dawson's Creek Blvd Ste D, Fort Wayne, IN 46825BD
CRD#: 15340
Fort Wayne, IN
Past
September 4, 2020 - November 30, 2020
HORSE COVE PARTNERS LLC
RIA
CRD#: 172389
Fort Wayne, IN
Past
September 12, 2003 - July 3, 2007
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
FORT WAYNE, IN
Past
October 10, 1997 - September 23, 2003
WESTMINSTER FINANCIAL SECURITIES, INC.
BD
CRD#: 20677
BEAVERCREEK, OH
Past
August 1, 1995 - September 24, 1997
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
March 21, 1989 - August 1, 1995
RELIASTAR FINANCIAL MARKETING CORP.
BD
CRD#: 4234
SEATTLE, WA
Past
October 12, 1987 - December 4, 1987
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
Past
October 12, 1987 - October 22, 1988
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Georgia(6/30/2020)
RR
Georgia(7/20/2020)
RR
Indiana(8/2/2007)
IAR
Indiana(6/22/2020)
RR
Ohio(2/17/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fort Wayne, IN 46825TRUST BUT VERIFY
Monitor Jean Jackson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
