Eric C. Jackson

BEST LIFE INFINITY

Colorado Springs, CO 80920

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CRD#: 4800296

Professional summary

Eric Christopher Jackson, CFP®, ChFC®, who also goes by Eric Jackson, is a registered financial advisor currently at BEST LIFE INFINITY, LLC located in Colorado Springs, Colorado.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Eric 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

Eric 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.

1. AMERICAN TAX & FINANCIAL PLANNERS; TAX PREPARATION, BOOKKEEPING, TAX PLANNING; NOT INVESTMENT RELATED; CONDUCTED FROM A PRIVATE RESIDENCE; ASSOCIATE; 01/2017-PRESENT; APPROX. 5 HRS/MONTH MOSTLY AFTER TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Christopher 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®

CFP^®

Certified Financial Planner

Start date: 2007

ChFC^®

Chartered Financial Consultant

Experience

Current

October 28, 2022 - Present

BEST LIFE INFINITY, LLC

Office #1: 1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920

RIA

CRD#: 319232

Colorado Springs, CO

Past

February 23, 2021 - January 10, 2023

INVESTMENT ADVISOR GROUP

RIA

CRD#: 312448

COLORADO SPRINGS, CO

Past

April 15, 2011 - February 26, 2021

KEELER & CO., LLC

RIA

CRD#: 125185

Colorado Springs, CO

Past

March 29, 2007 - June 13, 2007

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

COLORADO SPRINGS, CO

Past

March 29, 2007 - June 13, 2007

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

COLORADO SPRINGS, CO

Past

December 15, 2004 - March 21, 2007

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

COLORADO SPRINGS, CO

Past

July 9, 2004 - March 21, 2007

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

COLORADO SPRINGS, CO

Past

June 2, 2004 - July 1, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

BEST LIFE INFINITY, LLC

BEST LIFE INFINITY, LLC | MILITARY SURVIVOR FINANCIAL SERVICES

CRD#: 319232 / SEC#: 801-126123

RIA

Registered Investment Advisory firm - (7/15/2022 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

California
(10/28/2022)

IAR

Colorado
(10/31/2022)

IAR

Florida
(2/28/2023)

IAR

Idaho
(11/1/2022)

IAR

Illinois
(11/4/2022)

IAR

Louisiana
(11/27/2023)

IAR

Maryland
(10/28/2022)

IAR

Missouri
(10/28/2022)

IAR

Nebraska
(11/28/2023)

IAR

Nevada
(11/21/2022)

IAR

New Hampshire
(11/2/2022)

IAR

New Jersey
(1/3/2023)

IAR

New Mexico
(10/31/2022)

IAR

New York
(10/31/2022)

IAR

North Carolina
(10/31/2022)

IAR

Oklahoma
(11/3/2022)

IAR

Pennsylvania
(10/31/2022)

IAR

Texas
(10/31/2022)

IAR

Virginia
(10/31/2022)

IAR

Washington
(10/31/2022)

IAR

Wisconsin
(11/27/2023)

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: 12/13/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/2/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/1/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEST LIFE INFINITY, LLC

BEST LIFE INFINITY, LLC | MILITARY SURVIVOR FINANCIAL SERVICES

CRD#: 319232 / SEC#: 801-126123

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

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Contact information

Main Address

1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920

Mailing Address

Phone number

(719) 966-1985

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (LDI 03.13.25) (3/13/2025)

Regulatory assets under management

Total Number of Accounts	138
AUM (Assets Under Management)	$ 38,526,039

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

Eric C. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Christopher Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT ADVISOR GROUP

KEELER & CO., LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

BEST LIFE INFINITY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2004

Series 63

Date: 9/2/2004

Series 7

Date: 12/2/2004

Series 6

Date: 6/1/2004

Current Firm

BEST LIFE INFINITY, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEST LIFE INFINITY, LLC

TRUST BUT VERIFY

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