Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Painter is a financial advisor with Fidelity Personal And Workplace Advisors. Jackson is registered with the state of Texas. He has a combined 2 years of experience in the financial services industry. Jackson holds licenses for Series 63, Series 66, and Series 7TO. Jackson has worked at several firms previously including Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC.
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.
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
TX
07/14/2022 - Present
Fidelity Personal AND Workplace Advisors (IRVING TX)
TX
11/22/2019 - 05/27/2022
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
07/30/2019 - 11/26/2019
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 04/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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