KJ
Kameron R. Jackson
LIBERTY WEALTH MANAGEMENT
Oakland, CA 94609
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CRD#: 7493598
KJ
Professional summary
Kameron Ray Jackson is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Oakland, California.
Kameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kameron has worked at 1 firm and has passed the Series 65 exam.
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.
1. Name of outside business or organization: Lifetime Planning Marketing, Inc., Address: 411 30th Street, 2nd Floor, Oakland, CA 94609, Title: Insurance agent, Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities, Start date: 07/2022, Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours. 2. Name of outside business or organization: Rental Property, Address: Warrensville Heights, OH44128, Title: Property owner, Description of outside business or organization: Passive rental income from property ownership. Description of duties or responsibilities: N/A, Start date: 11//2022, Hours devoted to OBA monthly: 0 hours during trading hours / 4 hours during non-trading hours. 3. Name of outside business or organization: SL8 Investments, LLC Address: 10080 East Mountainview Lake Drive, Suite 244, Scottdale, AZ 85258 Title: Member Description of outside business or organization: Investment-related privately held company formed to invest in limited partnership interests of private investment opportunities. Description of duties or responsibilities: Locate and determine the best acquisitions based on our investment criteria Start date: 04/2023 Hours devoted to OBA monthly: 0 hours during trading hours / 10 hours during non-trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Kameron Ray 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 23, 2023 - Present
LIBERTY WEALTH MANAGEMENT, LLC
Office #1: 411 30th Street 2nd Floor, Oakland, CA 94609RIA
CRD#: 286001
Oakland, CA
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".
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS
CRD#: 286001 / SEC#: 801-112351
RIA
Registered Investment Advisory firm - (1/19/2018 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
California(2/23/2023)
Current Firm
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS
CRD#: 286001 / SEC#: 801-112351
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
411 30th Street 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
(510) 658-1880
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,469,902,558 |
Red Flags
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Company Information
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 286001Oakland, CA 94609TRUST BUT VERIFY
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