Dallas Jackson
Professional summary
Dallas Jackson, who also goes by Dallas Lester Jackson, Dallas Jackson, is a registered financial advisor currently at FINWELL, INC. located in Nashville, Tennessee.
Dallas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Dallas has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dallas Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 2023 - Present
FINWELL, INC.
February 21, 2018 - June 8, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 20, 2018 - June 8, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 7, 2016 - January 26, 2018
STRATEGIC ADVISERS LLC
October 31, 2015 - January 19, 2018
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/31/2023)
(6/1/2023)
(6/1/2023)
Exams
Series 7TO
Date: 3/28/2024
General Securities Representative ExaminationCurrent Firm
FINWELL, INC.
CRD#: 310850 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 241 |
| AUM (Assets Under Management) | $ 72,639,414 |
Red Flags
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