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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Lynn Jackson is a financial advisor currently working with The Fiduciary Alliance. Jay Lynn is also registered as an Investment Advisor Representative in Texas. Prior to working with The Fiduciary Alliance, Jay Lynn worked with PFS Investments Inc. Jay Lynn Jackson has been in the industry since 2022 and has worked in several roles including financial coach, insurance agent, and tax preparer. Jay Lynn Jackson's professional experience has provided them with a unique perspective on financial planning and wealth management. Jay Lynn Jackson is committed to providing their clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
SC
01/04/2024 - Present
THE Fiduciary Alliance (GREENVILLE SC)
TX
12/22/2022 - 01/02/2024
PFS INVESTMENTS INC. (HOUSTON TX)
IA
Issued 03/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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