CJ
Christopher J. Jackson
TRUNORTH FINANCIAL SERVICES
Chambersburg, PA 17201
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CRD#: 6039756
CJ
Professional summary
Christopher Joseph Jackson, who also goes by Chris Jackson, Christopher Jackson, is a registered financial advisor currently at TRUNORTH FINANCIAL SERVICES, INC. located in Chambersburg, Pennsylvania.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Jackson | Christopher 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. River Road Invest Club - Shippensburg, PA, 2 hours per month to discuss not only investments but other happenings in the world. Not compensated.
2. SUFAC - Shippensburg University Finance Advisory Council, Shippensburg, PA, Active member, Chairperson, not compensated. They meet twice a year to provide advice to finance faculty, finance students, & college business admin.within the financial industry. No advice is given.
3. University Comm. Ministries - Foundation President - Campus ministries to Shippensburg University Students - no pay - Oversees the board - 3% of his time per month.
4. Central Manor Camp Meeting - Finance Committee - No compensated - Indirectly manages Investments - 1% of his time per month.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Joseph 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
December 27, 2016 - Present
TRUNORTH FINANCIAL SERVICES, INC.
Office #1: 425 Phoenix Drive, Chambersburg, PA 17201RIA
CRD#: 111308
Chambersburg, PA
Past
October 31, 2013 - February 22, 2014
INVARIANT INVESTMENT MANAGEMENT
RIA
CRD#: 168772
MECHANICSBURG, PA
Past
March 14, 2012 - December 31, 2013
TEAM FINANCIAL MANAGERS
RIA
CRD#: 115130
SHIPPENSBURG, PA
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".
TF
TRUNORTH FINANCIAL SERVICES, INC.
THOMAS CLEVELAND TUCKER | TUCKER FINANCIAL SERVICES, INC. | TRUNORTH FINANCIAL SERVICES, INC.
CRD#: 111308 / SEC#: 801-112919
RIA
Registered Investment Advisory firm - (4/20/2018 Approved)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/24/2018 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
Maryland(12/27/2016)
IAR
Pennsylvania(1/4/2017)
Current Firm
TF
TRUNORTH FINANCIAL SERVICES, INC.
THOMAS CLEVELAND TUCKER | TUCKER FINANCIAL SERVICES, INC. | TRUNORTH FINANCIAL SERVICES, INC.
CRD#: 111308 / SEC#: 801-112919
RIA
Registered Investment Advisory firm - (4/20/2018 Approved)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/24/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
425 Phoenix Drive, Chambersburg, PA 17201
Mailing Address
Phone number
(717) 267-1426
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 257,928,288 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
