Stefan Jackson

JACKSON WEALTH MANAGEMENT

Castle Rock, CO 80104

Some features on this profile are disabled

CRD#: 6274976

Professional summary

Stefan Jackson, CFP® is a registered financial advisor currently at JACKSON WEALTH MANAGEMENT, LLC located in Castle Rock, Colorado and FARTHER located in Castle Rock, Colorado.

Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stefan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Stefan Jackson is a Pastor at Highlands Church, where he prepares sermons. During trading hours, he devotes approximately 15-20 hours per week to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan 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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 23, 2020 - Present

JACKSON WEALTH MANAGEMENT, LLC

Office #1: 115 Wilcox St Suite 220, Castle Rock, CO 80104

RIA

CRD#: 310496

Castle Rock, CO

Current

August 11, 2025 - Present

FARTHER

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104Office #2: 7200 S Alton Way Suite A-230, Centennial, CO 80112

RIA

CRD#: 302050

Castle Rock, CO

Past

June 23, 2017 - August 27, 2020

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Denver, CO

Past

November 7, 2016 - June 28, 2017

OSAIC FA, INC.

RIA

CRD#: 3978

DENVER, CO

Past

November 7, 2016 - June 28, 2017

OSAIC FA, INC.

CRD#: 3978

DENVER, CO

Past

April 1, 2014 - November 9, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PLANO, TX

Past

February 1, 2014 - November 9, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PLANO, TX

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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

Colorado
(10/23/2020)

IAR

Texas
(2/16/2023)

IAR

Texas
(8/11/2025)

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 66

Date: 3/5/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/2014

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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

Mark Surratt

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stefan Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FARTHER

PERSONAL CAPITAL ADVISORS CORPORATION

OSAIC FA, INC.

OSAIC FA, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2014

SIE

Date: 6/28/2017

Series 7

Date: 1/31/2014

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Similar Advisors