RJ
Ronnie L. Jackson
BRASS TAX WEALTH MANAGEMENT
Zionsville, IN 46077
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CRD#: 6109042
RJ
Professional summary
Ronnie Lee Jackson, who also goes by Rj Jackson, is a registered financial advisor currently at BRASS TAX WEALTH MANAGEMENT located in Zionsville, Indiana and LPL FINANCIAL LLC located in Zionsville, Indiana.
Ronnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ronnie has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rj 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) 01/04/2024 - Storen Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 160 Hours Per Month/ 8 Hours During Trading 2) 01/04/2024 - Storen Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 160 Hours Per Month/ 8 Hours During Trading 3) 01/26/2024 - Storen Financial Advisory Group - Registered Investment Advisor DBA- Inv. Related - At Reported Business Location(s) - Start Date:01/02/2024 - 160 Hrs per month/ 8 Hours During Trading. 4) 01/26/2024 - Brass Tax Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) -Start Date:01/02/2024 - 160 hrs per month/ 8 Hours During Trading - I provide investment dvisory services through Brass Tax Wealth Management, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 01/26/2024 - Storen Financial Group - Registered Investment Advisor DBA - Inv. Related - At Reported Business Location(s) - Start Date:01/02/2024 - 160 Hrs per month /8 Hours During Trading 6) 01/26/2024 - Storen Financial - Registered Investment Advisor DBA - Inv. Related - At Reported Business Location(s) - Start Date:01/02/2024 - 160 Hrs per month / 8 Hours During Trading 7) 03/04/2024- STOREN FINANCIAL - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/29/2024 - 20 hrs per month/ 0 Hours During Trading 8) 08/06/2025 - Storen Financial Advisory Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/23/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Ronnie Lee 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
January 25, 2024 - Present
BRASS TAX WEALTH MANAGEMENT
Office #1: 1120 W Oak St Suite 200, Zionsville, IN 46077RIA
CRD#: 285249
Zionsville, IN
Current
January 8, 2024 - Present
LPL FINANCIAL LLC
Office #1: 1120 West Oak Street Suite 200, Zionsville, IN 46077RIA
BD
CRD#: 6413
Zionsville, IN
Past
December 14, 2017 - November 7, 2023
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
MINNEAPOLIS, MN
Past
January 31, 2014 - November 17, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Minneapolis, MN
Past
September 19, 2012 - November 17, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Minneapolis, MN
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".
BT
BRASS TAX WEALTH MANAGEMENT
BRASS TAX WEALTH MANAGEMENT | STOREN FINANCIAL | SCHULTE FINANCIAL GROUP | MWZ FINANCIAL | GLOBAL FINANCIAL PARTNERS | BRASS TAX WEALTH MANAGEMENT, INC.
CRD#: 285249 / SEC#: 801-111006
RIA
Registered Investment Advisory firm - (8/14/2017 Approved)Indiana
Registered Investment Advisory firm - (8/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (8/18/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(3/12/2025)
RR
Indiana(1/8/2024)
IAR
Indiana(1/25/2024)
RR
Minnesota(1/8/2024)
RR
New Jersey(1/8/2024)
RR
North Carolina(5/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BT
BRASS TAX WEALTH MANAGEMENT
BRASS TAX WEALTH MANAGEMENT | STOREN FINANCIAL | SCHULTE FINANCIAL GROUP | MWZ FINANCIAL | GLOBAL FINANCIAL PARTNERS | BRASS TAX WEALTH MANAGEMENT, INC.
CRD#: 285249 / SEC#: 801-111006
RIA
Registered Investment Advisory firm - (8/14/2017 Approved)Indiana
Registered Investment Advisory firm - (8/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (8/18/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 Cornell Road Suite 102a, Cincinnati, OH 45241
Mailing Address
Phone number
(513) 605-3394
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,872 |
| AUM (Assets Under Management) | $ 860,227,526 |
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.
