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Nicholas Garrett Jackson

Canterbury Consulting Inc.

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About Nicholas Garrett Jackson

Nicholas Jackson is an Investment Advisor Representative associated with Canterbury Consulting Inc. Nicholas is registered with the state of California and has been in the industry since July 2019. They hold the Series 65 license and the SIE designation, signifying a commitment to professional development in the financial field. Nicholas has experience working with a range of client types, including charitable organizations, high-net-worth individuals, and pooled investment vehicles, demonstrating a versatile skillset. Canterbury Consulting Inc. is a firm specializing in providing financial advisory services, including portfolio management for businesses and individuals, as well as pension consulting.

Firm Information

Nicholas Jackson is currently registered with Canterbury Consulting Inc.. Canterbury Consulting Inc. is a terminated corporation that was formed on May 28, 1988. The firm's main office was located in Newport Beach, CA. Canterbury Consulting Inc. provided investment advisory services, including pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm managed approximately $6.6 billion in assets for clients, including charitable organizations, high net worth individuals, and pooled investment vehicles.
Canterbury Consulting Inc.

610 NEWPORT CENTER DRIVE

NEWPORT BEACH, CA 92660-6404

$6.61B

Assets Under Management

62

Total Clients

23

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Jackson’s Registration & Firm History

CA

05/27/2024 - Present

Canterbury Consulting Inc. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 05/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Garrett Jackson.
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