Melody A. Jackson

JACKSON FINANCIAL SERVICES LLC

Dallas, TX 75204

Some features on this profile are disabled

CRD#: 5582146

Professional summary

Melody Ann Jackson, CFP® is a registered financial advisor currently at JACKSON FINANCIAL SERVICES LLC located in Dallas, Texas.

Melody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Melody has worked at 3 firms and has passed the Series 66, Series 65 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.

UNUM, NON-INVESTMENT RELATED, DALLAS TX, INSURANCE COMPANY. BENEFIT COUNSELOR, 5/31/2010, APPROXIMATELY 8 HRS PER MONTH, WITH 7 HRS PER MONTH DURING TRADING HOURS. GROUP AND ONE-ON-ONE FINANCIAL COUNSELING PROVIDED TO EMPLOYEES OF UNUM CLIENTS REGARDING AVAILABILITY OF EMPLOYEE BENEFITS THROUGH THEIR EMPLOYER. JACKSON FINANCIAL SERVICES LLC, NON INVESTMENT-RELATED, DALLAS, TX. CPA STARTING 4/26/2010 AND LIFE AND HEALTH INSURANCE AGENT STARTING 6/19/2017, 35-40 HOURS PER MONTH, WITH 20-25 HOURS PER MONTH DURING TRADING HOURS. INDIVIDUAL AND BUSINESS TAX COMPLIANCE AND SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melody Ann 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 2, 2010 - Present

JACKSON FINANCIAL SERVICES LLC

Office #1: 2626 Cole Avenue Suite 300, Dallas, TX 75204

RIA

CRD#: 153927

Dallas, TX

Past

September 22, 2008 - November 4, 2008

AW SECURITIES

CRD#: 103747

DALLAS, TX

Past

August 26, 2008 - November 4, 2008

ALLWORTH FINANCIAL, L.P.

RIA

CRD#: 111167

DALLAS, TX

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
(7/2/2010)

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: 10/13/2008

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/28/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/2008

General Securities Representative Examination

Current Firm

JACKSON FINANCIAL SERVICES LLC

CRD#: 153927 / SEC#:

Texas

Registered Investment Advisory firm - (7/2/2010 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

2626 Cole Avenue Suite 300, Dallas, TX 75204

Mailing Address

Phone number

(214) 500-8082

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 909,312

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

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Adam Gelmon

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

IAR

Dallas, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Melody A. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melody Ann Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON FINANCIAL SERVICES LLC

AW SECURITIES

ALLWORTH FINANCIAL, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2008

Series 65

Date: 12/28/1999

Series 7

Date: 9/21/2008

Current Firm

JACKSON FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON FINANCIAL SERVICES LLC

TRUST BUT VERIFY

Similar Advisors