Douglas R. Jackson

JACKSON WEALTH

Franklin, TN 37067

Some features on this profile are disabled

CRD#: 6191117

Professional summary

Douglas Ryan Jackson, CFP®, who also goes by Doug Jackson, is a registered financial advisor currently at JACKSON WEALTH INC located in Franklin, Tennessee.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Douglas has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug 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) Rental Property - owner/landlord since 06/01/2019. Approximately 2 hours per month, none during trading hours; not investment related activity. 2) Tennessee Tax Solutions - owner/operator for tax preparation and filing services since May 2021. Approximately 80 hours per month, 20 hours during trading hours; investment related activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Ryan 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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 5, 2023 - Present

JACKSON WEALTH INC

Office #1: 106 Mission Court Suite 604b, Franklin, TN 37067

RIA

CRD#: 323409

Franklin, TN

Past

May 16, 2019 - December 31, 2022

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Nashville, TN

Past

March 20, 2015 - May 29, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FRANKLIN, TN

Past

July 11, 2013 - May 29, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

FRANKLIN, TN

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

Tennessee
(1/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/2016

General Securities Principal Examination

Current Firm

JACKSON WEALTH INC

JACKSON WEALTH | JACKSON WEALTH LLC | JACKSON WEALTH INC

CRD#: 323409 / SEC#:

Tennessee

Registered Investment Advisory firm - (1/4/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

106 Mission Court Suite 604b, Franklin, TN 37067

Mailing Address

Phone number

(615) 663-7387

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 16,150,000

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.

Similar Advisors

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

SUITE 620, TN

James Parker

MORGAN STANLEY

IAR

Franklin, TN

Steven Glasgow

GLOBAL RETIREMENT PARTNERS LLC

IAR

Nashville, TN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Douglas R. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Ryan Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON WEALTH INC

ADVISORY SERVICES NETWORK

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2015

Series 63

Date: 8/26/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2013

Series 24

Date: 12/29/2016

Current Firm

JACKSON WEALTH INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON WEALTH INC

TRUST BUT VERIFY

Similar Advisors