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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Jackson is a financial advisor with over 28 years of experience in the industry. David Michael Jackson is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since May 2016. Before joining Raymond James Financial Services Advisors, Inc. David Michael Jackson was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from April 1995 to May 2016. David Michael Jackson has held various licenses throughout their career, including Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65. David Michael Jackson holds a Certified Financial Planner designation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
04/17/2017 - Present
Raymond James Financial Services Advisors, Inc. (FRANKLIN TN)
TN
04/12/1995 - 05/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
IA
Issued 05/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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