Unclaimed
Jackson Simon is a financial advisor at Fifth Third Securities, Inc. based in Louisville, Kentucky. Jackson has been in the financial industry since 2019 and holds licenses for both securities and investment advisory services. Jackson is registered with the states of Kentucky and Indiana and is also registered as an investment advisor representative.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
KY
08/16/2023 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
TN
08/30/2019 - 08/16/2023
MORGAN STANLEY (Nashville TN)
BOTH
Issued 9/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 8/5/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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