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David Jackson

Colarion

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About David Jackson

David Jackson is a financial advisor with over 10 years of experience in the industry. David is registered with the Securities and Exchange Commission and holds Series 7, 66, and SIE licenses. David is a Certified Financial Planner™ professional and has been with Colarion since December 2023. Previously, David has worked for jhh wealth, LLC and Allen C. Ewing & Co. David specializes in providing financial planning services to individuals, families, and businesses. David also provides portfolio management services for individuals, families, and businesses. David holds a license to sell life insurance products and can help clients with their insurance needs.

Firm Information

David Jackson is currently registered with Colarion. Colarion is an investment advisory firm located in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Colarion has approximately $125.9 million in regulatory assets under management.
Colarion

50 RICHARD ARRINGTON AVE N.

BIRMINGHAM, AL 35203

$125.94M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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

AL

01/31/2024 - Present

Colarion (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 02/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Jackson.
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