William A. Jackson

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES

Melbourne, FL 32935

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CRD#: 2845768

Professional summary

William Arlin Jackson, who also goes by William Jackson, is a registered financial advisor currently at JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC. located in Melbourne, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William 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.

WILLIAM A. JACKSON, P.A. NOT INVESTMENT RELATED 905 SARNO ROAD MELBOURNE, FL 32935 C.P.A. FIRM PRESIDENT STARTED 07/1990 80 HRS PER MONTH 4 HRS DURING SECURITIES TRADING HOURS MANAGE THE PRACTICE AND REVIEW THE WORK PERFORMED BY MY STAFF William A. Jackson Licensed Health, Life and Annuity Insurance License, State of Florida Not Investment Related 905 Sarno Road, Melbourne, FL 32935 Owner/ 1 hour per month (none during security trading hours) Oversee the business Start Date around 2001

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Arlin 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

May 12, 2000 - Present

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

Office #1: 905 Sarno Road, Melbourne, FL 32935

RIA

CRD#: 142486

Melbourne, FL

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

Florida
(5/12/2000)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/1997

Uniform Investment Adviser Law Examination

Current Firm

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

CRD#: 142486 / SEC#:

Florida

Registered Investment Advisory firm - (5/12/2000 Approved)

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Contact information

Main Address

905 Sarno Road, Melbourne, FL 32935

Mailing Address

Phone number

(321) 394-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 7,117,276

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William A. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Arlin Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/1997

Current Firm

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.

TRUST BUT VERIFY

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