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TJ

Tayvon R. Jackson

IMPACT PARTNERSHIP WEALTH
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 5976837
TJ

Professional summary


Tayvon Rakeem Jackson, who also goes by Tayvon Rakeem Jackson, Tayvon Jackson, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Miami, Florida.

Tayvon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tayvon has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tayvon Rakeem Jackson | Tayvon 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) Home Rental Income; No; 1616 26th Pl SE, Washington, DC 20020; Home rental; Landlord of multiple rental properties; Start date: May 2015; Hours per week:0; Hours during trading: 0; Maintain property. 2) Author; Yes; 1616 26th Pl SE, Washington, DC 20020; Written/published investment books; State date: February 2016; Hours per week: 0; Hours during trading: 0; receives compensation from online book sales. 3) Jackson Publishing; No; 1616 26th Pl SE, Washington, DC 20020; Helps other authors write and publish their books; State date: April 2022; Hours per week: 0; Hours during trading: 0; receives one-time flat fee per book as compensation. 4) New Perspective Financial Solutions; No; 4640 Forbes Blvd, Suite 340, Lanham, MD 20706; Owner/President; Start date: March 2017; Hours per month: 160; Hours during trading: 160; the recommendation or sale of life insurance and/or fixed indexed annuities products. 5) The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT RELATED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: 4640 Forbes Blvd, Suite 340, Lanham, MD 20706. Life insurance agent start date for this OBA: July 2020. 160 hours per month - with all 160 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 6) Jackson Capital Properties, LLC; 2479 Peachtree Rd., Atlanta, GA 30305; Investment Related; Property Management and Real Estate Investing; CEO; Start date: 06/2023; 30 hrs/mo outside trading hours; personal investing in real estate by buying, flipping and renting properties. 7) Waldorf Basketball; Not Investment Related; Waldorf, MD; Semi-professional Basketball Team; CEO; 9/2024; 8hrs/Mo; 0hrs/Mo during Securities Trading Hours; Being the owner of a semipro basketball team. 8) Estate Planning Document Services; Not Investment Related; 8201 Corporate Drive Ste 1135 Landover, MD 20785; Referring clients to an online estate planning platform called Wealth.com; Facilitator; 1/16/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 9) Metro Referral Associates Inc; Not Investment Related; 3975 Fair Ridge Drive, Fairfax VA 22033; I have my real estate license. I am hanging my license at Metro Referral Associates; Referral Agent; 8/7/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Refer real estate prospects to real estate agents.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Tayvon Rakeem 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®
None

Experience


Current

July 30, 2021 - Present

IMPACT PARTNERSHIP WEALTH, LLC

Office #1: 1111 Brickell Ave Suite 2720, Miami, FL 33131Office #2: 8201 Corporate Drive Suite 1135, Landover, MD 20785Office #3: 999 Peachtree St Ne Ste 300 & 400, Atlanta, GA 30309Office #4: 9255 Sunset Blvd Ste 1100, West Hollywood, CA 90069
RIA
CRD#: 313928
MIAMI, FL
Past

July 21, 2021 - July 27, 2021

JENKINS WEALTH

RIA
CRD#: 153241
Washington, DC
Past

March 8, 2021 - March 19, 2021

SIMPLICITY WEALTH

RIA
CRD#: 300572
Fort Washington, MD
Past

January 3, 2012 - April 11, 2017

EDWARD JONES

RIA
CRD#: 250
WALDORF, MD
Past

October 21, 2011 - April 11, 2017

EDWARD JONES

BD
CRD#: 250
WALDORF, MD

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".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239

RIA
Registered Investment Advisory firm - (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)

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
(5/3/2024)
IAR
Florida
(9/19/2024)
IAR
Georgia
(8/22/2024)
IAR
Maryland
(7/30/2021)
IAR
Texas
(9/6/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/6/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239

RIA
Registered Investment Advisory firm - (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)
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Contact information


Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (51 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

Regulatory assets under management


Total Number of Accounts10,237
AUM (Assets Under Management)$ 1,682,147,707

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


IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928Miami, FL 33131

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