Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Clark Jackson is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with LPL Enterprise, LLC and holds licenses in several states, including Tennessee and Texas. Harold has a strong background in providing financial advice and portfolio management for both individuals and businesses. Harold is a Certified Financial Planner (CFP®) and holds multiple securities licenses, including Series 7, 31 and 65. Harold's previous experience includes working with Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, and Citigroup Global Markets 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
TN
11/14/2024 - Present
LPL Enterprise, LLC (FRANKLIN TN)
TN
01/08/2014 - 06/11/2021
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
10/03/2005 - 01/09/2014
WELLS FARGO ADVISORS, LLC (BRENTWOOD TN)
NY
07/26/2000 - 10/18/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/01/1990 - 07/24/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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