AJ
Amy C. Jackson
CHAMBERLAIN FINANCIAL ADVISORS
Decatur, GA
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CRD#: 7085951
AJ
Professional summary
Amy Crowder Jackson is a registered financial advisor currently at CHAMBERLAIN FINANCIAL ADVISORS, INC. located in Decatur, Georgia.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Amy has worked at 1 firm .
Question & Answer
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 Amy Crowder 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®
NoneExperience
Current
February 22, 2023 - Present
CHAMBERLAIN FINANCIAL ADVISORS, INC.
RIA
CRD#: 292233
Decatur, 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(2/22/2023)
Exams
Current Firm
CF
CHAMBERLAIN FINANCIAL ADVISORS, INC.
CHAMBERLAIN FINANCIAL ADVISORS, INC.
CRD#: 292233 / SEC#:
Georgia
Registered Investment Advisory firm - (2/14/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Decatur, GA
Mailing Address
Phone number
(678) 938-0372
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 293 |
| AUM (Assets Under Management) | $ 54,409,258 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
