QJ
Quinn Jackson
MSP WEALTH MANAGEMENT
Klamath Falls, OR 97601
Some features on this profile are disabled
CRD#: 4847994
QJ
Professional summary
Quinn Jackson is a registered financial advisor currently at MSP WEALTH MANAGEMENT, LLC located in Klamath Falls, Oregon.
Quinn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Quinn has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
1) RENTAL PROPERTY; POSITION: RENTAL NATURE: REAL ESTATE INVESTMENT RELATED: Yes; NUMBER OF HOURS: null; SECURITIES TRADING HOURS: null; START DATE: 01/10/2011; ADDRESS: Klamath Falls OR 97601, United States; DESCRIPTION: MY PREVIOUS RESIDENCE IS NOW A RENTAL, LEASED TO A TENANT ON A THREE YEAR LEASE. MAINTAIN INSURANCE AND COLLECT PAYMENTS. TENANT IS RESPONSIBLE FOR REPAIRS AND IMPROVEMENTS WANTED AS THEY HAVE THE OPTION TO PURCHASE PRIOR TO THE THREE YEAR LEASE BEING OVER. 2) THRIVACIOUS CONSULTING; POSITION: CORPORATE SPEAKING, TRAINING, COACHING ON LEADERSHIP AND COMMUNICATION; NATURE: Corporate speaking, training, coaching on leadership and communication; INVESTMENT RELATED: No; NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0; START DATE: 07/15/2016; ADDRESS: Klamath Falls OR 97601, United States; DESCRIPTION: Training groups and individuals; keynote speaking. 3) FIXED INDEXED ANNUITIES; POSITION: Producer; NATURE: Fixed indexed annuity sales; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 08/18/2016; ADDRESS: Klamath Falls OR 97601, United States; DESCRIPTION: research, and recommend appropriate indexed annuities. 4) DISCIPLES CHURCH; POSITION: Pastor; NATURE: Church; INVESTMENT RELATED: No; NUMBER OF HOURS: 40/month; SECURITIES TRADING HOURS: 0; START DATE: 02/07/2021; ADDRESS: 3206 Onyx Ave, Klamath Falls, OR 97601, United States; DESCRIPTION: Teaching the Bible; Preaching - Lead Worship and Prayer.
CRS (Client Relationship Summary) - RIA
Click below to view Quinn 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®
NoneExperience
Current
March 25, 2020 - Present
MSP WEALTH MANAGEMENT, LLC
Office #1: 824 Pine Street, Klamath Falls, OR 97601RIA
CRD#: 306522
Klamath Falls, OR
Past
October 25, 2019 - April 1, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
October 25, 2019 - April 1, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
KLAMATH FALLS, OR
Past
March 29, 2007 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
KLAMATH FALLS, OR
Past
September 18, 2006 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
KLAMATH FALLS, OR
Past
November 8, 2005 - May 26, 2006
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
KLAMATH FALLS, OR
Past
October 28, 2004 - October 7, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
MW
MSP WEALTH MANAGEMENT, LLC
DESERT ADVISORY LLC | MSP WEALTH MANAGEMENT, LLC
CRD#: 306522 / SEC#: 801-117846
RIA
Registered Investment Advisory firm - (1/3/2020 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
Oregon(3/25/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MSP WEALTH MANAGEMENT, LLC
DESERT ADVISORY LLC | MSP WEALTH MANAGEMENT, LLC
CRD#: 306522 / SEC#: 801-117846
RIA
Registered Investment Advisory firm - (1/3/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
824 Pine Street, Klamath Falls, OR 97601
Mailing Address
Phone number
(541) 884-4164
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 795 |
| AUM (Assets Under Management) | $ 193,009,400 |
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.
Company Information
MSP WEALTH MANAGEMENT, LLC
CRD#: 306522Klamath Falls, OR 97601TRUST BUT VERIFY
Monitor Quinn Jackson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
