Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jackson is a financial advisor associated with Navy Federal Investment Services, LLC in Burleson, TX. Patrick Jackson has been in the industry since 2019 and has a combined 13 years of experience in the financial industry. Patrick Jackson is registered with the Securities and Exchange Commission and has a FINRA Series 7TO, Series 63, and Series 66 license. Patrick Jackson is also registered with the Investment Adviser Association and has a Series 66 license. Patrick Jackson is a registered representative of Navy Federal Investment Services, LLC and an Investment Advisor Representative with the firm. Patrick Jackson specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/22/2024 - Present
Navy Federal Investment Services, LLC (Burleson TX)
TX
01/26/2024 - 02/08/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
05/11/2023 - 08/16/2023
APEX CLEARING CORPORATION (DALLAS TX)
TX
07/12/2022 - 04/17/2023
NAVY FEDERAL INVESTMENT SERVICES, LLC (North Richland Hills TX)
TX
04/21/2022 - 07/07/2022
CITIGROUP GLOBAL MARKETS INC. (Irving, TX)
TX
08/12/2021 - 10/01/2021
TD AMERITRADE, INC. (Southlake TX)
TX
03/16/2021 - 08/03/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
11/02/2020 - 12/02/2020
EQUITABLE ADVISORS, LLC (AUSTIN TX)
TX
07/05/2019 - 09/24/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
BOTH
Issued 09/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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