Anna M. Jackson

EASTOVER CAPITAL MANAGEMENT

Charlotte, NC 28207

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CRD#: 6915320

Professional summary

Anna Maria Caldwell Jackson, CFP®, who also goes by Anna Maria Caldwell, is a registered financial advisor currently at EASTOVER CAPITAL MANAGEMENT located in Charlotte, North Carolina.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Anna has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna Maria Caldwell

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.

INSURANCE SALES; INVESTMENT-RELATED; CHARLOTTE, NC; INSURANCE AGENT; START DATE: 2022; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Maria Caldwell 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: 2017

Experience

Current

March 5, 2018 - Present

EASTOVER CAPITAL MANAGEMENT

Office #1: 509 Fenton Place, Charlotte, NC 28207

RIA

CRD#: 150821

Charlotte, NC

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".

EASTOVER CAPITAL MANAGEMENT

EASTOVER CAPITAL MANAGEMENT | EASTOVER INVESTMENT ADVISORS, LLC | EASTOVER INVESTMENT ADVISORS

CRD#: 150821 / SEC#: 801-70406

RIA

Registered Investment Advisory firm - (8/7/2009 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

North Carolina
(3/5/2018)

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

Current Firm

EASTOVER CAPITAL MANAGEMENT

EASTOVER CAPITAL MANAGEMENT | EASTOVER INVESTMENT ADVISORS, LLC | EASTOVER INVESTMENT ADVISORS

CRD#: 150821 / SEC#: 801-70406

RIA

Registered Investment Advisory firm - (8/7/2009 Approved)

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Contact information

Main Address

509 Fenton Place, Charlotte, NC 28207

Mailing Address

Phone number

(704) 336-6818

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EASTOVER CAPITAL MANAGEMENT COMPLETE BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 370,224,842

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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Anna M. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Maria Caldwell Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTOVER CAPITAL MANAGEMENT

Primary Firm SEC Registration

EASTOVER CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

EASTOVER CAPITAL MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EASTOVER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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