Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Jackson is a financial advisor registered with Cambridge Investment Research Advisors, Inc. David Andrew Jackson is located in Chagrin Falls, Ohio, and has been in the industry since 2001. David Andrew Jackson has passed the Series 66, Series 7, and SIE exams. David Andrew Jackson has previously worked for LPL Financial LLC, The Huntington Investment Company, FirstMerit Financial Services, Inc, Invest Financial Corporation, FirstMerit Securities, Inc., and McDonald Investments Inc..
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
04/26/2017 - Present
Cambridge Investment Research Advisors, Inc. (Chagrin Falls OH)
OH
02/01/2017 - 02/22/2017
THE HUNTINGTON INVESTMENT COMPANY (SOLON OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (CHAGRIN FALLS OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (HUDSON OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (HUDSON OH)
OH
09/10/2001 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
01/04/2001 - 09/06/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 04/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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