Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Wesley Jackson is a financial advisor with over 20 years of experience in the industry. Jay is currently registered with LPL Enterprise, LLC and LPL Financial LLC. Jay has a broad range of experience in the financial services industry, having previously worked with Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC and Manufacturers Securities Services, LLC. Jay specializes in providing financial planning and portfolio management for individuals and businesses. Jay is committed to helping clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
08/21/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
CA
05/27/2015 - 03/26/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
05/27/2015 - 03/26/2020
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
05/27/2015 - 03/26/2020
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
05/27/2015 - 03/26/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MA
07/30/2002 - 02/24/2015
LPL FINANCIAL LLC (BOSTON MA)
MA
04/17/2001 - 11/08/2001
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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