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Jacob Brian Jackson

Strategic Advisory Services

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About Jacob Brian Jackson

Jacob Brian Jackson is a registered investment advisor representative with Strategic Advisory Services. Jacob has been in the securities industry since 2024 and is licensed to provide investment advice in Tennessee. Jacob's firm offers a variety of services, including portfolio management for individuals and selection of other advisors. The firm's client base consists primarily of high-net-worth individuals and individuals other than high-net-worth. Jacob is also a registered representative with LPL Financial.

Firm Information

Jacob Jackson is currently registered with Strategic Advisory Services. Strategic Advisory Services is a registered investment advisor with the SEC based in Memphis, TN. They have 3 licensed agents, 10 investment advisor representatives, 6 registered representatives, 10 investment advisory functions, and 4 advisor representatives for other investment advisors. They provide advisory services in portfolio management for individuals, selection of other advisers, and other services that include derivatives involving covered call option strategies. They manage approximately $177,512,000 in discretionary assets for 525 accounts. Their client base consists of 47 high-net-worth individuals, 140 individuals other than high-net-worth, and 2 charitable organizations.
Strategic Advisory Services

6465 QUAIL HOLLOW ROAD

MEMPHIS, TN 38120

$177.51M

Assets Under Management

120

Total Clients

11

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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derivatives involving covered call option strategies

Derivatives involving covered call option strategies

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Jackson’s Registration & Firm History

TN

07/09/2024 - Present

Strategic Advisory Services (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 06/10/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/09/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Brian Jackson.
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