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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 Lawrence Jackson is a financial advisor with over 20 years of experience. Jeffrey is currently registered with Next Financial Group, Inc. and Heritage Wealth Management, LLC. Jeffrey has a strong background in securities and investment advising and holds a variety of licenses and designations, including the Series 6, 7, 24, and 63 licenses as well as the Certified Financial Planner designation. Jeffrey provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and pension and profit-sharing plans.
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.
Seminar/workshop attendance fees
1
2
TN
05/06/2013 - Present
Next Financial Group, Inc. (MANCHESTER TN)
TN
11/11/1999 - 10/19/2007
EDWARD JONES (MANCHESTER TN)
TX
08/14/1999 - 11/18/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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