Daniel J. Jackson
STRATEGIC ADVISERS LLC | VP, Branch Leader
NEW ROCHELLE, NY
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CRD#: 3193349
Professional summary
Daniel James Jackson, CFP®, who also goes by Daniel J Jackson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in New Rochelle, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Biography
I have been leading Advisors for the last 20 years. I am energized and passionate about developing others and helping them to reach their full potential. As a Branch Leader I recruit, train, and upskill all of my Advisors. I have responsibility for all facets in the branch, from executing on our client commitments to ensuring financial planning is at the heart of our offering. I coach and develop all of my Advisors to ensure they provide a world class client experience.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel J 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.
OBA-124295|OrgNmn:Davenport Beach Club|Org Addr:New Rochel,New York,US|OBA Nature:Beach Club|Invst Rel:N|Title:Board Member|Duties:Volenteer position on Board of Directors for the club, make decisons on Food, Member events|StrtDt:11-01-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James 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®
Education
University of South Florida
Master of Business Administration (MBA) - Finance & Marketing
2003
University of South Florida
Bachelors of Arts - Business Marketing
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
NEW ROCHELLE, NY
Current
December 12, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
July 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
March 2, 2006 - November 2, 2006
E*TRADE SECURITIES LLC
BD
CRD#: 29106
NEW YORK, NY
Past
January 1, 2001 - February 17, 2006
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
OWINGS MILLS, MD
Past
March 29, 1999 - February 17, 2006
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
RR
California(12/12/2006)
RR
Connecticut(12/12/2006)
RR
Florida(12/12/2006)
RR
Massachusetts(12/12/2006)
RR
New Jersey(12/12/2006)
RR
New York(12/12/2006)
IAR
New York(3/31/2025)
RR
Pennsylvania(12/12/2006)
RR
Texas(12/1/2011)
IAR
Texas(3/31/2025)
RR
Utah(3/5/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
