Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Asher Jackson is a financial advisor with over 16 years of experience in the financial services industry. James is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC. James is a Series 7 and Series 66 licensed professional. James has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. James specializes in financial planning, portfolio management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
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
CA
11/03/2023 - Present
Osaic Wealth, Inc. (GROVER BEACH CA)
CA
01/11/2011 - 11/03/2023
FSC SECURITIES CORPORATION (GROVER BEACH CA)
CA
05/02/2009 - 01/06/2011
CHASE INVESTMENT SERVICES CORP. (LOMPAC CA)
CA
10/16/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN LUIS OBISPO CA)
CA
04/28/2008 - 10/09/2008
FSC SECURITIES CORPORATION (GROVER BEACH CA)
CA
04/26/2007 - 04/29/2008
ING FINANCIAL PARTNERS, INC. (GROVER BEACH CA)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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