James Cameron Jackson
Professional Summary
James Cameron Jackson, who also goes by James C Jackson, Jamie Jackson, is a registered financial advisor currently at STAIRWAY PARTNERS, LLC located in Minneapolis, Minnesota. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. James has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Cameron Jackson, James C Jackson, Jamie Jackson
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Disclosures on record.
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.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
STAIRWAY PARTNERS, LLC
Contact Information
Main Address
4999 France Avenue South Suite 255, Minneapolis, MN 55410-1734Phone Number
(630) 371-2626# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
100AUM (Assets Under Management)
$2,358,074,847Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
STAIRWAY PARTNERS, LLC
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1995About the Series 6 examSimilar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view James Cameron Jackson's CRS (Customer Relationship Summary).
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC