Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Dewitt King is a financial advisor who has been working in the financial industry since December 17, 2009. Jackson is currently registered as a registered representative and investment advisor representative with First Citizens Investor Services, Inc.. Prior to joining First Citizens Investor Services, Inc., Jackson was employed by Wells Fargo Clearing Services, LLC. and Ceros Financial Services, Inc. Jackson has passed the Series 63, Series 65, Series 7 and SIE exams.
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.
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.
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2
SC
01/26/2022 - Present
First Citizens Investor Services, Inc. (Greenville SC)
GA
02/12/2020 - 12/23/2021
WELLS FARGO CLEARING SERVICES, LLC (SAINT SIMONS ISLAND GA)
CT
01/18/2018 - 04/05/2018
CEROS FINANCIAL SERVICES, INC. (Wethersfield CT)
CT
01/18/2013 - 01/21/2016
SECURITIES SERVICE NETWORK, INC. (WETHERSFIELD CT)
MA
04/01/1998 - 09/08/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
03/27/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IN
06/06/1995 - 04/02/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/06/1995 - 04/02/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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