Marvin W. Jackson
ABACUS WEALTH FACTORS
Savannah, GA 31406-5738
Some features on this profile are disabled
CRD#: 6332987
Professional summary
Marvin Witt Jackson, CFP® is a registered financial advisor currently at ABACUS WEALTH FACTORS, LLC located in Savannah, Georgia.
Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marvin has worked at 2 firms .
Biography
Hi, I am Marvin Jackson, the founder of Abacus Wealth Factors, LLC.
Financial Planning is about using your resources to compose a life which works for you. Serving clients as a trusted financial advisor is the life which works best for me. My professional interests are focused on: investing, accounting, law, psychology, and taxes as they affect individuals’ lives. When I found the exit ramp from the corporate accounting world some years ago there was no doubt about what I wanted to do. Working with people who seek to enhance their lives by coordinating their goals and resources is the best use of my personal skill set and my highest life goal.
My background includes: corporate and public accounting, financial analysis, non-profit business management, and medical radiology. This experience provides a variety of skills which are useful in helping people sort through life’s complex variables as we seek your optimal outcomes. Before becoming a financial planner I was a corporate accountant in international trading for 15 years, worked with a public accounting firm for several years and as a financial analyst with a technology manufacturer. I earned my CFP® designation from the Terry College of Business at University of Georgia and also hold a BA in Finance and Law, with honors, from Portland State University.
When I’m not helping people optimize their financial lives, I enjoy reading, dancing (Argentine Tango), gardening, meditation, bicycling, yoga, walking, tai chi, and sharing the fruits of these activities with others. Community activities include: co-founder and past president of the Paradise Park/Oakhurst Neighborhood Association, Health and Safety Volunteer at the Habersham Street YMCA, and Counselor with the AARP Foundation Tax-Aide program.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Life Transitions
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
Federal Employees
Investment Advice with Ongoing...
Middle Income Client Needs
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marvin Witt 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®
Start date: 2013
Experience
Current
January 30, 2017 - Present
ABACUS WEALTH FACTORS, LLC
Office #1: 318 Paradise Dr., Savannah, GA 31406-5738RIA
CRD#: 285839
Savannah, GA
Past
May 8, 2014 - August 10, 2016
ALPHA FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 125800
SAVANNAH, GA
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
Georgia(1/30/2017)
Exams
Current Firm
ABACUS WEALTH FACTORS, LLC
ABACUS WEALTH FACTORS, LLC
CRD#: 285839 / SEC#:
Georgia
Registered Investment Advisory firm - (1/30/2017 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
318 Paradise Dr., Savannah, GA 31406-5738
Mailing Address
Phone number
(912) 429-0897
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 2,397,457 |
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.
Company Information
ABACUS WEALTH FACTORS, LLC
CRD#: 285839Savannah, GA 31406-5738TRUST BUT VERIFY
Monitor Marvin Jackson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
