David W. Jackson
Professional summary
David William Jackson is a registered financial advisor currently at SILVERBACK FINANCIAL located in Valley Springs, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David William Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 26, 2018 - Present
SILVERBACK FINANCIAL
October 24, 2011 - December 26, 2018
INTEGRAL WEALTH MANAGEMENT
June 15, 2005 - November 2, 2011
CHARLES SCHWAB & CO., INC.
June 15, 2005 - November 2, 2011
CHARLES SCHWAB & CO., INC.
October 14, 2004 - June 2, 2005
A. G. EDWARDS & SONS, INC.
October 14, 2004 - June 2, 2005
A. G. EDWARDS & SONS, INC.
July 8, 1997 - November 15, 2002
CITIGROUP GLOBAL MARKETS INC.
August 4, 1993 - November 15, 2002
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/26/2018)
(11/22/2023)
Exams
Series 8
Date: 9/25/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
SILVERBACK FINANCIAL
CRD#: 299520 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 80,176,019 |
Red Flags
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