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David Allen Jackson

DEL MAR Wealth Management Inc.

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About David Allen Jackson

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.

Firm Information

David Jackson is currently registered with DEL MAR Wealth Management Inc.. DEL MAR Wealth Management Inc. is a registered investment advisor located in DEL MAR, CA. The firm manages approximately $129,500,463 in assets for 309 clients. DEL MAR Wealth Management Inc. offers a range of advisory services including financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm primarily serves individuals, with 47 high-net-worth individuals, 31 individuals other than high-net-worth, and 1 charitable organization. The firm's website addresses are HTTP://WWW.DELMARWM.COM and HTTP://WWW.DELMARWEALTHMANAGEMENT.COM.
DEL MAR Wealth Management Inc.

1110 CAMINO DEL MAR

DEL MAR, CA 92014

$129.50M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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David Jackson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Allen Jackson.
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