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Dallas Jackson

Finwell, Inc.

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About Dallas Jackson

Dallas Jackson is an Investment Advisor Representative associated with Finwell, Inc. in Nashville, TN. Dallas has been in the industry since 2015. Dallas has passed the Series 63, 66, 7 and SIE exams. Dallas also holds licenses in California, North Carolina, and Tennessee. Dallas has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FIDELITY BROKERAGE SERVICES LLC. Dallas has a current outside business association with TipSee Music, which Dallas devotes 20 hours per month. Dallas is a General Partner at the firm.

Firm Information

Dallas Jackson is currently registered with Finwell, Inc.. Finwell, Inc. is an investment advisor based in [location not provided] with 5 investment advisory professionals. The firm manages approximately $54.36 million in assets for 191 clients. Finwell, Inc. offers advisory services including financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They serve a variety of clients including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm's website addresses are: https://www.linkedin.com/company/finwell-benefits/, http://www.finwellbenefits.com/, https://www.facebook.com/finwellbenefits/, and https://www.instagram.com/finwellbenefits/.

$54.36M

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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subscription based services

Subscription based services

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

Monthly fees fixed menu of services

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Dallas Jackson’s Registration & Firm History

TN

06/01/2023 - Present

Finwell, Inc. (Nashville TN)

TN

02/20/2018 - 06/08/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)

FL

10/31/2015 - 01/19/2018

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 11/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dallas Jackson.
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