Jonathan B. Jackson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Brian Jackson was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2016. Jonathan had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 9, 2020 - December 4, 2024
DEDICATED WEALTH PARTNERS
August 24, 2019 - April 6, 2020
FIRST ADVISORS NATIONAL, LLC
June 24, 2016 - September 14, 2017
EDWARD JONES
April 13, 2016 - September 14, 2017
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DEDICATED WEALTH PARTNERS
CRD#: 309342 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 11,670 |
Red Flags
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