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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Charles Jackson is a financial advisor with over 25 years of experience in the industry. Kurt is currently registered with Commonwealth Financial Network and has been associated with the firm since October 2015. Before joining Commonwealth, Kurt was a registered representative at NFP Advisor Services, LLC. Previously, Kurt has been a registered representative with UBS Financial Services Inc. and Merrill Lynch. Kurt holds a Series 7, 31 and 63, as well as a SIE. Kurt also holds the Certified Financial Planner designation. Kurt is dedicated to providing personalized financial advice and solutions to individuals and families.
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.
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2
CA
10/23/2015 - Present
Commonwealth Financial Network (San Luis Obispo CA)
CA
01/09/2008 - 10/22/2015
NFP ADVISOR SERVICES, LLC (SAN LUIS OBISPO CA)
CA
12/13/2002 - 01/17/2008
UBS FINANCIAL SERVICES INC. (SAN LUIS OBISPO CA)
NY
09/09/1997 - 12/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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