Scott C. Jackson

JACKSON PRIVATE WEALTH MANAGEMENT

Cocoa, FL 32922

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CRD#: 4488581

Professional summary

Scott Conrad Jackson is a registered financial advisor currently at JACKSON PRIVATE WEALTH MANAGEMENT, INC. located in Cocoa, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Scott has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Scott Jackson, Independent Insurance Agent The business is not necessarily investment related although offering indexed annuities is a possibility The address is the same: 434 Delannoy Ave, Suite 201, Cocoa, FL 32922 I am licensed to offer insurance but have yet to do so. I haven't written a single application since starting in Oct 2012.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Conrad 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

November 1, 2012 - Present

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

Office #1: 434 Delannoy Avenue, Suite 201, Cocoa, FL 32922

RIA

CRD#: 164880

Cocoa, FL

Past

March 25, 2009 - October 9, 2012

EDWARD JONES

RIA

CRD#: 250

COCOA, FL

Past

March 16, 2009 - October 9, 2012

EDWARD JONES

CRD#: 250

COCOA, FL

Past

June 23, 2006 - March 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MELBOURNE, FL

Past

June 22, 2006 - March 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MELBOURNE, FL

Past

September 8, 2004 - December 5, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MELBOURNE, FL

Past

June 10, 2004 - December 5, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 6, 2003 - February 20, 2004

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

February 13, 2002 - April 11, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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
(11/1/2012)

IAR

Texas
(5/10/2021)

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 65

Date: 8/31/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/12/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

JACKSON PRIVATE WEALTH MANAGEMENT, INC. | THINK TANK PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 164880 / SEC#:

Florida

Registered Investment Advisory firm - (10/31/2012 Approved)

Texas

Registered Investment Advisory firm - (5/10/2021 Conditional Restricted)

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Contact information

Main Address

434 Delannoy Ave Suite 201, Cocoa, FL 32922

Mailing Address

Phone number

(321) 735-9872

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 14,500,000

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.

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Advisor Monitoring

Firm Stability Insights

Scott C. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Conrad Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

STATE FARM VP MANAGEMENT CORP.

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2004

Series 63

Date: 2/14/2002

Series 7

Date: 8/18/2004

Series 6

Date: 2/12/2002

Current Firm

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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