Staci L. Jackson

STRATEGIC ADVISORY SERVICES

MEMPHIS, TN 38120

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CRD#: 3193371

Professional summary

Staci Lynne Jackson, who also goes by Staci Lynne Stackhouse, is a registered financial advisor currently at STRATEGIC ADVISORY SERVICES located in Memphis, Tennessee and LPL FINANCIAL LLC located in Memphis, Tennessee.

Staci is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Staci has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Aliases

Staci Lynne Stackhouse

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Staci Lynne 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

August 3, 2022 - Present

STRATEGIC ADVISORY SERVICES

Office #1: 6465 Quail Hollow Road Suite 301, Memphis, TN 38120

RIA

CRD#: 287984

MEMPHIS, TN

Current

December 2, 2013 - Present

LPL FINANCIAL LLC

Office #1: 6465 N Quail Hollow Rd Ste 301, Memphis, TN 38120

RIA

CRD#: 6413

MEMPHIS, TN

Past

June 9, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEMPHIS, TN

Past

June 20, 2019 - August 2, 2022

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

Memphis, TN

Past

January 14, 2018 - October 6, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEMPHIS, TN

Past

October 21, 2015 - May 2, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Memphis, TN

Past

December 2, 2013 - September 7, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEMPHIS, TN

Past

February 13, 2013 - December 5, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

MEMPHIS, TN

Past

February 13, 2013 - December 5, 2013

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MEMPHIS, TN

Past

February 13, 2007 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

MEMPHIS, TN

Past

February 13, 2007 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

April 5, 2006 - February 13, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 111757

MEMPHIS, TN

Past

July 14, 2003 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

CORDOVA, TN

Past

February 14, 2000 - July 13, 2001

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

September 29, 1999 - February 14, 2000

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

March 17, 1999 - September 3, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

STRATEGIC ADVISORY SERVICES

CRD#: 287984 / SEC#: 801-123188

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/4/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2022 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.

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

Alabama
(1/31/2017)

Arkansas
(12/2/2013)

California
(11/9/2018)

Colorado
(1/23/2024)

Florida
(12/2/2013)

Georgia
(7/31/2015)

Indiana
(8/28/2020)

Kentucky
(8/19/2025)

Louisiana
(6/3/2019)

Mississippi
(12/2/2013)

New Mexico
(4/29/2025)

Ohio
(1/23/2024)

South Carolina
(2/2/2021)

Tennessee
(12/2/2013)

IAR

Tennessee
(8/3/2022)

Texas
(7/30/2014)

Virginia
(1/11/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/12/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/24/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/16/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/28/2005

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC ADVISORY SERVICES

CRD#: 287984 / SEC#: 801-123188

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/4/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

6465 Quail Hollow Road Suite 301, Memphis, TN 38120

Mailing Address

Phone number

(901) 751-2025

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISORY SERVICES, LLC - ADV 2A (5/20/2025)

Regulatory assets under management

Total Number of Accounts	546
AUM (Assets Under Management)	$ 211,689,342

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Staci L. Jackson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Staci Lynne Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WEALTHCARE ADVISORY PARTNERS LLC

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

AMSOUTH INVESTMENT SERVICES, INC.

INVEST FINANCIAL CORPORATION

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

STRATEGIC ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2005

Series 63

Date: 3/19/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/24/2005

Series 6

Date: 3/16/1999

Series 26

Date: 1/28/2005

FINRA

Current Firm

STRATEGIC ADVISORY SERVICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY SERVICES

TRUST BUT VERIFY

Contact information

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