Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrett? Claim Your ProfileBarrett Fitzgerald Jackson is a financial advisor with Texas Capital Bank Private Wealth Advisors. Barrett is a highly experienced advisor with over 10 years of industry experience. Barrett holds several licenses including Series 7, 66, 24, 26, and 51. Barrett provides financial planning, portfolio management, and selection of other advisors to individuals, corporations, investment companies and charitable organizations. Barrett was previously affiliated with Purshe Kaplan Sterling Investments, Raymond James & Associates, Inc., Avantax Investment Services, Inc., 1st Global Capital Corp., PFS Investments Inc. and Larson Financial Securities, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
TX
11/22/2024 - Present
Texas Capital Bank Private Wealth Advisors (DALLAS TX)
TX
05/11/2021 - 09/14/2021
PURSHE KAPLAN STERLING INVESTMENTS (Frisco TX)
FL
07/21/2020 - 05/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
10/25/2019 - 04/14/2020
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
01/15/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
GA
01/12/2017 - 01/04/2019
PFS INVESTMENTS INC. (DULUTH GA)
MO
01/21/2016 - 04/12/2016
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
BOTH
Issued 04/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/30/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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