Cynthia A. Jackson

DIGITAL WEALTH PARTNERS

York, SC

Some features on this profile are disabled

CRD#: 4237268

Professional summary

Cynthia Alexandra Jackson, who also goes by Cynthia A Depken, Cynthia Alexandra Depken, Cynthia A Jackson, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in York, South Carolina.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cynthia has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cynthia A Depken | Cynthia Alexandra Depken | Cynthia A 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Alexandra 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 21, 2026 - Present

DIGITAL WEALTH PARTNERS

RIA

CRD#: 328627

York, SC

Past

March 9, 2026 - March 20, 2026

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

York, SC

Past

March 9, 2026 - April 17, 2026

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

February 13, 2026 - April 17, 2026

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

York, SC

Past

February 13, 2026 - April 17, 2026

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

ST. PAUL, MN

Past

April 17, 2019 - February 13, 2026

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

York, SC

Past

April 16, 2019 - February 13, 2026

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

Charlotte, NC

Past

October 8, 2013 - January 16, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

October 8, 2013 - January 16, 2019

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

September 20, 2012 - October 1, 2013

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

November 11, 2010 - September 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLOTTE, NC

Past

November 11, 2010 - September 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

December 16, 2005 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

CHARLOTTE, NC

Past

December 16, 2005 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

CHARLOTTE, NC

Past

October 21, 2005 - December 16, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CHARLOTTE, NC

Past

October 21, 2005 - December 16, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CHARLOTTE, NC

Past

June 26, 2002 - July 13, 2005

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CHARLOTTE, NC

Past

October 23, 2000 - July 13, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(4/21/2026)

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 66

Date: 6/21/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/3/2000

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: 10/20/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/2006

General Securities Principal Examination

Current Firm

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5910 North Central Expressway Suite 1450, Dallas, TX 75206

Mailing Address

Phone number

(307) 396-0295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DIGITAL WEALTH PARTNERS NOVEMBER 2025 (11/11/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 588,961,725

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cynthia A. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Alexandra Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIGITAL WEALTH PARTNERS

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VANGUARD MARKETING CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

DIGITAL WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/21/2002

Series 63

Date: 11/3/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2000

Series 24

Date: 8/29/2006

Current Firm

DIGITAL WEALTH PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIGITAL WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors