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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Leroy Jackson is an active investment advisor representative, licensed to practice in Utah. Lynn has been working in the financial services industry since December 1992. Lynn is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion dollars under management. Prior to this role, Lynn was registered with Zions Direct, Inc. and Lehman Brothers Inc. Lynn is well-versed in the financial planning and investment management industry, and holds Series 7, Series 63, and Series 65 licenses. Lynn is a valuable resource for clients needing financial guidance in Utah.
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.
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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (Murray UT)
UT
03/15/1993 - 02/18/2015
ZIONS DIRECT, INC. (BOUNTIFUL UT)
NY
06/12/1992 - 04/06/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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