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Colton Paul Jackson

Tyler Wealth Management, LLC

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About Colton Paul Jackson

Colton Paul Jackson is a registered investment advisor representative with Tyler Wealth Management, LLC. Colton has been in the industry for over 8 years. Colton is licensed in Idaho and Texas and has passed the Series 65 exam. Colton is a member of the firm's investment advisory team and provides financial planning and portfolio management services to individuals and businesses. Colton also provides consulting services to clients. Colton is a partner in OmniCrete LLC and owner of Timber and Slate LLC.

Firm Information

Colton Jackson is currently registered with Tyler Wealth Management, LLC. Tyler Wealth Management, LLC is an investment advisory firm that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has 7 licensed agents, 10 investment adviser representatives, and manages approximately $16.95 million in regulatory assets.

$16.95M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Colton Jackson’s Registration & Firm History

ID

06/28/2023 - Present

Tyler Wealth Management, LLC (Meridian ID)

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Licenses & Designations

IA

Issued 10/19/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colton Paul Jackson.
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