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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lorenzen Jackson is a financial advisor with over 20 years of experience in the industry. Jackson is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Previous firms include Wells Fargo Investments, LLC and Citigroup Global Markets Inc. Jackson holds both Series 63 and Series 65 licenses and has a strong background in investment consulting and financial planning. Jackson provides investment advisory services to individuals, businesses, and institutional clients.
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.
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.
Investment consulting services to institutional clients
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
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (TACOMA WA)
WA
06/16/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TACOMA WA)
NY
12/07/2001 - 07/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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