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TJ

Trevor L. Jackson

FUTURE CAPITAL MANAGEMENT
Lakeway, TX 78738
CRD#: 8025521
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TJ
Trevor Lane JacksonFUTURE CAPITAL MANAGEMENT

Professional summary

Trevor Lane Jackson is a registered financial advisor currently at FUTURE CAPITAL MANAGEMENT INC. located in Lakeway, Texas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Trevor has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Lane 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

January 7, 2025 - Present

FUTURE CAPITAL MANAGEMENT INC.

Office #1: 2806 Flintrock Trace Suite 103, Lakeway, TX 78738
RIA
CRD#: 324378
Lakeway, TX

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
Colorado
(1/7/2025)
IAR
Texas
(4/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/2024
Uniform Investment Adviser Law Examination

Current Firm

FC
FUTURE CAPITAL MANAGEMENT INC.
FCM | TJW WEALTH | FUTURE CAPITAL MANAGEMENT INCORPORATED | FUTURE CAPITAL MANAGEMENT INC. | FUTURE CAPITAL MANAGEMENT | FUTURE CAPITAL | FOCUS WEALTH MANAGEMENT | FOCUS MY WEALTH

CRD#: 324378 / SEC#:

Colorado
Registered Investment Advisory firm - (2/27/2023 Approved)
Florida
Registered Investment Advisory firm - (9/10/2024 Approved)
Kansas
Registered Investment Advisory firm - (8/2/2024 Approved)
Missouri
Registered Investment Advisory firm - (2/28/2023 Approved)
Nebraska
Registered Investment Advisory firm - (6/28/2024 Approved)
Nevada
Registered Investment Advisory firm - (12/19/2025 Approved)
Texas
Registered Investment Advisory firm - (3/7/2023 Approved)
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Contact information

Main Address
115 Wilcox Street Suite 220, Castle Rock, CO 80104
Mailing Address
Phone number
(720) 927-3100
Established
Firm type
Fiscal year end
# of Employees
11

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts673
AUM (Assets Under Management)$ 78,562,130

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

FUTURE CAPITAL MANAGEMENT INC.

CRD#: 324378Lakeway, TX 78738

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