Ben N. Jackson

STREET LIGHT WEALTH MANAGEMENT

Dallas, TX 75201

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CRD#: 4863398

Professional summary

Ben Nathanael Jackson, CFA, who also goes by Ben N Jackson, Ben Jackson, is a registered financial advisor currently at STREET LIGHT WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ben has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben N Jackson | Ben 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.

*401326 - Moxie's Grill & Bar; Investment related No; Dallas, TX; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); May 2017; During business hours: 0; After business hours: 72; Security/Bouncer + Occasional Expo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben Nathanael 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®

CFA

Chartered Financial Analyst

Experience

Current

April 7, 2021 - Present

STREET LIGHT WEALTH MANAGEMENT, LLC

Office #1: 2001 Ross Avenue #700, Dallas, TX 75201

RIA

CRD#: 312577

Dallas, TX

Past

March 10, 2014 - January 27, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Dallas, TX

Past

March 10, 2014 - January 27, 2021

MORGAN STANLEY

CRD#: 149777

Dallas, TX

Past

March 7, 2013 - April 4, 2014

POTIPHAR CAPITAL MANAGEMENT, LLC

RIA

CRD#: 166466

DALLAS, TX

Past

October 29, 2010 - January 2, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

September 13, 2010 - January 2, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

December 1, 2004 - June 30, 2005

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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

Texas
(4/7/2021)

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 66

Date: 9/29/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/21/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2010

General Securities Representative Examination

Current Firm

STREET LIGHT WEALTH MANAGEMENT, LLC

CRD#: 312577 / SEC#:

Texas

Registered Investment Advisory firm - (4/7/2021 Approved)

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Contact information

Main Address

2001 Ross Avenue #700, Dallas, TX 75201

Mailing Address

Phone number

(646) 512-0214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 4,489,942

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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Firm Stability Insights

Ben N. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben Nathanael Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

POTIPHAR CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2010

Series 7TO

Date: 1/21/2025

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2010

Current Firm

STREET LIGHT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STREET LIGHT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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