Jackson A. Hornsby

LUKEN INVESTMENT ANALYTICS

Brentwood, TN 37027

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CRD#: 7426552

Professional summary

Jackson Andrew Hornsby, who also goes by Jackson Hornsby, Jack Hornsby, is a registered financial advisor currently at LUKEN INVESTMENT ANALYTICS, LLC located in Brentwood, Tennessee.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jackson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jackson Hornsby | Jack Hornsby

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Andrew Hornsby'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®

None

Experience

Current

September 19, 2024 - Present

LUKEN INVESTMENT ANALYTICS, LLC

Office #1: 136 Frierson Street, Brentwood, TN 37027

RIA

CRD#: 169008

Brentwood, TN

Past

October 13, 2021 - September 4, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTE, NC

Past

September 14, 2021 - September 4, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

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".

LUKEN INVESTMENT ANALYTICS, LLC

LUKEN INVESTMENT ANALYTICS LLC. | LUKEN, GREGORY L | LUKEN WEALTH MANAGEMENT | LUKEN INVESTMENT ANALYTICS, LLC

CRD#: 169008 / SEC#: 801-112496

RIA

Registered Investment Advisory firm - (2/23/2018 Approved)

Florida

Registered Investment Advisory firm - (3/27/2018 Terminated)

Kentucky

Registered Investment Advisory firm - (3/28/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (3/27/2018 Terminated)

Tennessee

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Tennessee
(9/19/2024)

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: 10/13/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/14/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/4/2021

Securities Industry Essentials Examination

Current Firm

LUKEN INVESTMENT ANALYTICS, LLC

LUKEN INVESTMENT ANALYTICS LLC. | LUKEN, GREGORY L | LUKEN WEALTH MANAGEMENT | LUKEN INVESTMENT ANALYTICS, LLC

CRD#: 169008 / SEC#: 801-112496

RIA

Registered Investment Advisory firm - (2/23/2018 Approved)

Florida

Registered Investment Advisory firm - (3/27/2018 Terminated)

Kentucky

Registered Investment Advisory firm - (3/28/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (3/27/2018 Terminated)

Tennessee

Registered Investment Advisory firm - (4/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2018 Terminated)

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Contact information

Main Address

136 Frierson Street, Brentwood, TN 37027

Mailing Address

Phone number

(615) 550-5570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREG LUKEN PART 2B (3/28/2025)

CARRI SANFORD PART 2B (3/28/2025)

FORM ADV PART 2A (3/28/2025)

JACK HORNSBY PART 2B (3/28/2025)

MARY HANNAH O'LEARY FORM ADV PART 2B (3/28/2025)

SARAH TERRELL FORM ADV PART 2B (3/28/2025)

FORM ADV PART 2A APPENDIX 1 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	583
AUM (Assets Under Management)	$ 236,868,606

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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Jackson A. Hornsby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Andrew Hornsby's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUKEN INVESTMENT ANALYTICS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

LUKEN INVESTMENT ANALYTICS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2021

Series 7TO

Date: 9/14/2021

SIE

Date: 1/4/2021

Current Firm

LUKEN INVESTMENT ANALYTICS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LUKEN INVESTMENT ANALYTICS, LLC

TRUST BUT VERIFY

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