Unclaimed
David Jackson is a financial advisor with Del Mar Wealth Management Inc. David is an Investment Advisor Representative with experience in the financial services industry since 1992. David is also the Owner and Principal of Jackson Wealth Management Group, Inc., a registered investment advisor. David is also an insurance agent registered in California.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/27/2015 - Present
DEL MAR Wealth Management Inc. (DEL MAR CA)
CA
05/03/2004 - 08/31/2010
MID ATLANTIC CAPITAL CORPORATION (SAN DIEGO CA)
CA
11/21/1997 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CA
07/25/1997 - 11/25/1997
ARROWHEAD INVESTMENT CENTER (SAN BERNARDINO CA)
FL
12/12/1995 - 10/08/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
AZ
01/20/1993 - 12/09/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
09/30/1992 - 11/24/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/30/1992 - 11/24/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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