Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Jackson is a financial advisor at Osaic Wealth, Inc. Jeffery has been in the financial services industry since 2001 and has a wide range of experience working with clients. He has a strong understanding of the financial markets and can help you develop a personalized financial plan to meet your individual needs. Jeffery is dedicated to providing his clients with the best possible service.
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
OK
06/14/2024 - Present
Osaic Wealth, Inc. (Jenks OK)
OK
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Jenks OK)
OK
01/29/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Jenks OK)
OK
06/08/2015 - 12/21/2018
BOK FINANCIAL SECURITIES, INC. (TULSA OK)
OK
11/02/2010 - 06/09/2015
LPL FINANCIAL LLC (MUSKOGEE OK)
OK
06/07/2006 - 11/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MUSKOGEE OK)
OK
08/07/2001 - 06/07/2006
EDWARD JONES (CATOOSA OK)
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Jackson is the right advisor for you? Invested Better is here to help.
