Unclaimed
Jackson Simon is a registered representative with Fifth Third Securities, Inc. Jackson has been in the industry since August 2019. Jackson currently holds the following licenses and certifications: Series 66 (Uniform Combined State Law Examination), Series 7TO (General Securities Representative Examination), and SIE (Securities Industry Essentials Examination). Jackson is registered in Indiana, Kentucky and Kentucky for investment advisory services. Jackson has prior experience at Morgan Stanley.
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 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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