Unclaimed
Derrick Randolph Jackson is an active investment advisor and securities representative with over 19 years of experience. Derrick has been registered with Kestra Advisory Services, LLC since 2020, and also works as a managing advisor for Ryleigh Wealth Management. Prior to joining Kestra, Derrick was a financial advisor with Edward Jones from 2008 to 2020. Derrick holds the Series 66 and Series 7 securities licenses, and has a strong track record of providing financial advice to individuals, families, and businesses. Derrick specializes in financial planning, portfolio management, and insurance. Derrick is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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
TX
07/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AZ
11/14/2008 - 09/04/2020
EDWARD JONES (FLAGSTAFF AZ)
KS
01/01/2008 - 11/24/2008
WACHOVIA SECURITIES, LLC (OVERLAND PARK KS)
KS
09/09/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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