David A. Jackson

DOMAIN MONEY ADVISORS

Carmel, IN

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CRD#: 6531416

Professional summary

David Allan Jackson, CFP®, who also goes by David Allan Jackson, Dave Jackson, David Jackson, is a registered financial advisor currently at DOMAIN MONEY ADVISORS, LLC located in Carmel, Indiana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Allan Jackson | Dave Jackson | David 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allan 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

Experience

Current

September 4, 2025 - Present

DOMAIN MONEY ADVISORS, LLC

RIA

CRD#: 316434

Carmel, IN

Past

March 31, 2025 - October 9, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CARMEL, IN

Past

June 27, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CARMEL, IN

Past

June 7, 2023 - October 9, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CARMEL, IN

Past

September 2, 2016 - May 19, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Indianapolis, IN

Past

September 2, 2016 - May 19, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Indianapolis, IN

Past

September 3, 2015 - January 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CARMEL, IN

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".

DOMAIN MONEY ADVISORS, LLC

CRD#: 316434 / SEC#: 801-122828

RIA

Registered Investment Advisory firm - (12/7/2021 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

Indiana
(9/4/2025)

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: 10/8/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/2/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/30/2017

General Securities Sales Supervisor - Options Module Examination

Current Firm

DOMAIN MONEY ADVISORS, LLC

CRD#: 316434 / SEC#: 801-122828

RIA

Registered Investment Advisory firm - (12/7/2021 Approved)

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Contact information

Main Address

594 Broadway Suite 502, New York, NY 10012

Mailing Address

Phone number

(646) 970-6926

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DOMAIN MONEY FORM ADV PART 2A (10/20/2025)

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.

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Advisor Monitoring

Firm Stability Insights

David A. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

DOMAIN MONEY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2015

Series 10

Date: 10/2/2017

Series 9

Date: 6/30/2017

Current Firm

DOMAIN MONEY ADVISORS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DOMAIN MONEY ADVISORS, LLC

TRUST BUT VERIFY

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