Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Davis Logan is a financial advisor with Bancroft Capital, LLC. Jackson has over 40 years of experience in the financial services industry, specializing in financial planning and pension consulting. Jackson has a strong background in investment management and is dedicated to helping 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.
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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TX
10/12/2022 - Present
Bancroft Capital, LLC (Dallas TX)
TX
11/26/2019 - 10/11/2022
UMB FINANCIAL SERVICES, INC. (Dallas TX)
TX
11/02/2015 - 09/30/2019
GEORGE K. BAUM & COMPANY (Dallas TX)
TX
10/12/2006 - 09/15/2015
SAMCO CAPITAL MARKETS, INC. (DALLAS TX)
TX
10/17/2005 - 10/11/2006
SAMCO CAPITAL MARKETS, INC. (DALLAS TX)
TX
06/23/2004 - 05/19/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
OK
04/10/2003 - 06/21/2004
BOSC, INC. (TULSA OK)
FL
01/29/1998 - 04/11/2003
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
TX
01/09/1991 - 12/16/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
CT
02/26/1987 - 01/25/1991
DILLON, READ & CO. INC. (STAMFORD CT)
NA
04/02/1985 - 03/02/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/04/1978 - 01/29/1985
CS FIRST BOSTON CORPORATION
NA
09/22/1976 - 06/08/1978
KIDDER, PEABODY & CO., INCORPORATED
BC
Issued 11/06/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/30/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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