Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jackson is a financial advisor with J.W. Cole Advisors, Inc. Scott has been in the financial industry since 2004. Scott specializes in providing financial planning services, portfolio management for individuals and businesses, as well as educational seminars. Prior to joining J.W. Cole Advisors, Inc., Scott worked at G.F. Investment Services, LLC, LaSalle St Securities, L.L.C., Morgan Stanley Smith Barney, and Morgan Stanley DW Inc. Scott is registered to provide investment advisory services in Arizona, California, Florida, Georgia, Indiana, New York, North Carolina, and Texas.
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.
Hourly & fixed rate consulting
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.
1
2
FL
10/06/2014 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
06/19/2013 - 10/02/2014
G.F. INVESTMENT SERVICES, LLC (TAMPA FL)
FL
03/19/2010 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (TAMPA FL)
FL
06/01/2009 - 04/08/2010
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
10/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
06/04/2004 - 10/23/2006
MORGAN STANLEY DW INC. (TAMPA FL)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Jackson is the right advisor for you? Invested Better is here to help.
