Unclaimed
Brian Jackson is a financial advisor at LPL Financial LLC. Brian has over 23 years of experience in the financial services industry. Brian holds Series 6, 63 and 65 licenses, as well as the SIE exam. Prior to joining LPL Financial LLC, Brian was a financial advisor at Voya Financial Advisors, Inc. and Legend Equities Corporation. Brian has a strong background in financial planning and investment management. Brian is committed to providing his clients with personalized financial advice and guidance.
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
IN
05/18/2021 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
10/19/2015 - 05/20/2021
VOYA FINANCIAL ADVISORS, INC. (South Bend IN)
IN
08/09/2005 - 10/20/2015
LEGEND EQUITIES CORPORATION (SOUTH BEND IN)
NJ
11/01/1999 - 08/02/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 10/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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