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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tayvon Rakeem 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
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 90069RIA
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
State Security Law Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928Miami, FL 33131TRUST BUT VERIFY
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