JJ
Jacob B. Jackson
STRATEGIC ADVISORY SERVICES
Memphis, TN 38120
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CRD#: 7853163
JJ
Professional summary
Jacob Brian Jackson is a registered financial advisor currently at STRATEGIC ADVISORY SERVICES located in Memphis, Tennessee and LPL FINANCIAL LLC located in Memphis, Tennessee.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jacob has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
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.
1-04/2024 / EcoScapes LAndscape LLC / Other Business / Non Investment Related / start 04/01/2021 2- 04/2024 / Strategic Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading. 3- 07/09/2024 - Strategic Advisory Services, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 1/10/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Strategic Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Brian 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
July 9, 2024 - Present
STRATEGIC ADVISORY SERVICES
Office #1: 6465 Quail Hollow Road Suite 301, Memphis, TN 38120RIA
CRD#: 287984
Memphis, TN
Current
May 10, 2024 - Present
LPL FINANCIAL LLC
Office #1: 6465 N Quail Hollow Rd Ste 301, Memphis, TN 38120RIA
BD
CRD#: 6413
Memphis, TN
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".
SA
STRATEGIC ADVISORY SERVICES
STRATEGIC ADVISORY SERVICES | SWM ADVISORY SERVICES, LLC | SWM ADVISORY SERVICES | STRATEGIC WEALTH MANAGEMENT, LLC | STRATEGIC WEALTH MANAGEMENT | STRATEGIC ADVISORY SERVICES, LLC
CRD#: 287984 / SEC#: 801-123188
RIA
Registered Investment Advisory firm - (3/16/2022 Approved)Tennessee
Registered Investment Advisory firm - (5/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/3/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/27/2025)
RR
Arkansas(10/30/2024)
RR
Colorado(7/30/2025)
RR
Florida(10/30/2024)
RR
Mississippi(10/30/2024)
RR
Tennessee(6/11/2024)
IAR
Tennessee(7/9/2024)
RR
Texas(10/30/2024)
RR
Virginia(10/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/9/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STRATEGIC ADVISORY SERVICES
STRATEGIC ADVISORY SERVICES | SWM ADVISORY SERVICES, LLC | SWM ADVISORY SERVICES | STRATEGIC WEALTH MANAGEMENT, LLC | STRATEGIC WEALTH MANAGEMENT | STRATEGIC ADVISORY SERVICES, LLC
CRD#: 287984 / SEC#: 801-123188
RIA
Registered Investment Advisory firm - (3/16/2022 Approved)Tennessee
Registered Investment Advisory firm - (5/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6465 Quail Hollow Road Suite 301, Memphis, TN 38120
Mailing Address
Phone number
(901) 751-2025
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 546 |
| AUM (Assets Under Management) | $ 211,689,342 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISORY SERVICES
CRD#: 287984Memphis, TN 38120TRUST BUT VERIFY
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