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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Wesley Jackson is a registered investment advisor representative with Cetera Investment Advisers LLC and Horse Cove Partners LLC. Jean has been in the financial services industry since 1988, offering financial planning and portfolio management services to individuals, corporations and pension plans. Jean is committed to providing individualized financial advice to help clients reach 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.
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.
1
2
IN
06/22/2020 - Present
Cetera Investment Advisers LLC (FORT WAYNE IN)
IN
09/12/2003 - 07/03/2007
QUESTAR CAPITAL CORPORATION (FORT WAYNE IN)
OH
10/10/1997 - 09/23/2003
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
CT
08/01/1995 - 09/24/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
03/21/1989 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
10/12/1987 - 10/22/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
10/12/1987 - 12/04/1987
AMEV INVESTORS, INC.
IA
Issued 7/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/9/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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