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SJ

Scott A. Jackson

RAVENWOOD CAPITAL MANAGEMENT
Spokane, WA
Some features on this profile are disabled
CRD#: 5918069
SJ

Professional summary

Scott Andrew Jackson is a registered financial advisor currently at RAVENWOOD CAPITAL MANAGEMENT, LLC located in Spokane, Washington.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Scott has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Andrew 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

June 22, 2017 - Present

RAVENWOOD CAPITAL MANAGEMENT, LLC

RIA
CRD#: 226679
Spokane, WA
Past

October 27, 2011 - May 11, 2015

DOWNRIVER CAPITAL MANAGEMENT LLC

RIA
CRD#: 152848
SPOKANE, WA

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
Washington
(6/22/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/3/2011
Uniform Investment Adviser Law Examination

Current Firm

RC
RAVENWOOD CAPITAL MANAGEMENT, LLC
RAVENWOOD CAPITAL MANAGEMENT, LLC

CRD#: 226679 / SEC#:

Washington
Registered Investment Advisory firm - (6/22/2017 Approved)
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Contact information

Main Address
Spokane, WA
Mailing Address
Phone number
(509) 505-9119
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 200,000

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.

Company Information

RAVENWOOD CAPITAL MANAGEMENT, LLC

CRD#: 226679Spokane, WA

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