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SJ

Scott R. Jackson

SNAKE RIVER INVESTMENT COUNSEL LLC
Idaho Falls, ID 83401
Some features on this profile are disabled
CRD#: 7239295
SJ

Professional summary


Scott Ryan Jackson, who also goes by Scott R Jackson, is a registered financial advisor currently at SNAKE RIVER INVESTMENT COUNSEL LLC located in Idaho Falls, Idaho.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 3 firms and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott R 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.
Brigham Young University - Idaho not investment-related 101 E Viking St, Rexburg, ID 83460 higher education Online Adjunct Professor 1/7/2025 40 hours per month 0 hours during trading teach undergraduate students in an online capacity Lost River Group, LLC - Dawn & Roe Designs not investment-related private residence in Idaho Falls, ID digital media and product design, production, and sales Member 6/23/2023 0 hours per month 0 hours during trading spouse-managed business, no duties

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott Ryan 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®
None

Experience


Current

July 25, 2023 - Present

SNAKE RIVER INVESTMENT COUNSEL LLC

Office #1: 325 S Woodruff Ave #200, Idaho Falls, ID 83401
RIA
CRD#: 314200
Idaho Falls, ID
Past

August 25, 2022 - January 24, 2023

EDWARD JONES

BD
CRD#: 250
IDAHO FALLS, ID
Past

April 27, 2021 - October 12, 2021

CETERA ADVISORS LLC

BD
CRD#: 10299
IDAHO FALLS, ID

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
Alaska
(5/20/2024)
IAR
California
(5/20/2024)
IAR
Colorado
(5/20/2024)
IAR
Idaho
(7/25/2023)
IAR
Utah
(5/20/2024)
IAR
Washington
(5/20/2024)

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 4/27/2021
General Securities Representative Examination

Current Firm


SR
SNAKE RIVER INVESTMENT COUNSEL LLC
SNAKE RIVER INVESTMENT COUNSEL | SNAKE RIVER INVESTMENT COUNSEL LLC

CRD#: 314200 / SEC#:

Alaska
Registered Investment Advisory firm - (9/23/2022 Approved)
California
Registered Investment Advisory firm - (5/24/2022 Approved)
Colorado
Registered Investment Advisory firm - (5/27/2022 Approved)
Idaho
Registered Investment Advisory firm - (5/5/2021 Approved)
Utah
Registered Investment Advisory firm - (5/5/2021 Approved)
Washington
Registered Investment Advisory firm - (3/10/2023 Approved)
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Contact information


Main Address
325 S Woodruff Ave #200, Idaho Falls, ID 83401
Mailing Address
Phone number
(208) 994-6729
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts449
AUM (Assets Under Management)$ 49,380,226

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
03/26/2024
Cover Page
01/26/2024

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.

Company Information


SNAKE RIVER INVESTMENT COUNSEL LLC

CRD#: 314200Idaho Falls, ID 83401

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