Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Daniel Jackson is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Brent has been in the industry since May 22, 1995. Brent is registered as an investment advisor representative (IAR) in Ohio and Texas, and is also registered as a broker-dealer representative (BDR) in 19 states. Brent is a licensed financial professional with extensive experience in providing a variety of financial services, including financial planning, investment advice, and retirement planning. Brent has previously worked with PRUCO SECURITIES, LLC. Brent holds the Series 6, 7, 24 and 66 securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/20/2024 - Present
LPL Financial LLC (FINDLAY OH)
OH
05/23/1995 - 07/24/2007
PRUCO SECURITIES, LLC. (FINDLAY OH)
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Jackson is the right advisor for you? Invested Better is here to help.
