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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Jackson is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Janney Montgomery Scott LLC, a firm that manages over $85 billion in assets for a variety of clients. Jeffrey is a licensed Investment Advisor Representative in North Carolina. Jeffrey has held previous positions with Raymond James Financial Services, Wachovia Securities, LLC and Wachovia Securities, Inc. He is a licensed general securities representative and holds Series 7, 9, 10, 31, and 63 securities licenses. Jeffrey is also a licensed Investment Advisor Representative in North Carolina. Jeffrey has a deep understanding of the financial markets and a commitment to providing personalized service to his clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
08/01/2017 - Present
Janney Montgomery Scott LLC (Goldsboro NC)
NC
07/31/2003 - 08/03/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GOLDSBORO NC)
MO
06/15/2002 - 08/14/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/14/1992 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 02/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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