David A. Jackson

DEL MAR WEALTH MANAGEMENT

DEL MAR, CA 92014

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CRD#: 2267352

Professional summary

David Allen Jackson is a registered financial advisor currently at DEL MAR WEALTH MANAGEMENT INC located in Del Mar, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

Mr. Jackson is also the Owner and Principal, of Jackson Wealth Management Group, Inc. (CRD#175022), a registered investment advisor, since 4/2005 Mr. Jackson is also an insurance agent, registered in California (Lic.#0B06371)appointed with various insurance companies, since 1/2003.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Jackson's CRS (Customer Relationship Summary).

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

April 27, 2015 - Present

DEL MAR WEALTH MANAGEMENT INC

Office #1: 1110 Camino Del Mar Suite B, Del Mar, CA 92014

RIA

CRD#: 175022

DEL MAR, CA

Past

October 18, 2013 - May 12, 2016

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

SAN DIEGO, CA

Past

September 25, 2006 - November 16, 2013

HOYLECOHEN, LLC

RIA

CRD#: 141125

SAN DIEGO, CA

Past

May 4, 2004 - October 21, 2008

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

SAN DIEGO, CA

Past

May 3, 2004 - August 31, 2010

NEWEDGE SECURITIES, LLC

CRD#: 10674

SAN DIEGO, CA

Past

May 20, 2003 - September 13, 2006

HOYLECOHEN,INC.

RIA

CRD#: 109429

SAN DIEGO, CA

Past

February 10, 1998 - May 4, 2004

FDX ADVISORS, INC.

RIA

CRD#: 104601

SAN DIEGO, CA

Past

November 21, 1997 - May 3, 2004

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

SACRAMENTO, CA

Past

July 25, 1997 - November 25, 1997

ARROWHEAD INVESTMENT CENTER, LLC

CRD#: 41435

SAN BERNARDINO, CA

Past

December 12, 1995 - October 8, 1997

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

January 20, 1993 - December 9, 1995

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 30, 1992 - November 24, 1992

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 30, 1992 - November 24, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

DEL MAR WEALTH MANAGEMENT INC

DEL MAR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT GROUP, INC. | JACKSON WEALTH MANAGEMENT GROUP | DEL MAR WEALTH MANAGEMENT INC

CRD#: 175022 / SEC#: 801-119990

RIA

Registered Investment Advisory firm - (12/17/2020 Approved)

California

Registered Investment Advisory firm - (1/20/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (5/2/2018 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).

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

California
(4/27/2015)

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: 2/20/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/25/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/1995

General Securities Principal Examination

Current Firm

DEL MAR WEALTH MANAGEMENT INC

DEL MAR WEALTH MANAGEMENT | JACKSON WEALTH MANAGEMENT GROUP, INC. | JACKSON WEALTH MANAGEMENT GROUP | DEL MAR WEALTH MANAGEMENT INC

CRD#: 175022 / SEC#: 801-119990

RIA

Registered Investment Advisory firm - (12/17/2020 Approved)

California

Registered Investment Advisory firm - (1/20/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (5/2/2018 Terminated)

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Contact information

Main Address

1110 Camino Del Mar Suite B, Del Mar, CA 92014

Mailing Address

Phone number

(858) 480-3818

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEL MAR WEALTH MGMT - PART 2 DISCLOSURE BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 147,517,296

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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Advisor Monitoring

Firm Stability Insights

David A. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCERT WEALTH MANAGEMENT

HOYLECOHEN, LLC

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NEWEDGE SECURITIES, LLC

HOYLECOHEN,INC.

FDX ADVISORS, INC.

LONDON PACIFIC SECURITIES, INC.

ARROWHEAD INVESTMENT CENTER, LLC

ROBERT THOMAS SECURITIES, INC

SUNAMERICA SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

DEL MAR WEALTH MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/1996

Series 63

Date: 9/2/1992

Series 7

Date: 9/25/1992

Series 24

Date: 10/30/1995

Current Firm

DEL MAR WEALTH MANAGEMENT INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEL MAR WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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