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Scott Conrad Jackson

Jackson Private Wealth Management, Inc.

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About Scott Conrad Jackson

Scott Conrad Jackson is an Investment Advisor Representative at Jackson Private Wealth Management, Inc. located in COCOA, FL. Scott has been in the industry since 2002. Scott has passed the Series 6, Series 7, Series 63 and Series 65 exams. Scott has experience at EDWARD JONES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. The firm offers financial planning services and portfolio management for individuals.

Firm Information

Scott Jackson is currently registered with Jackson Private Wealth Management, Inc.. Jackson Private Wealth Management, Inc. is an independent wealth management firm headquartered in Jackson, Mississippi. The firm primarily provides financial planning and portfolio management services to high-net-worth individuals and other individuals. They have approximately $13.5 million in regulatory assets under management, with 90 total accounts. The firm is led by a team of experienced financial professionals who are committed to providing their clients with personalized, comprehensive wealth management solutions.

$13.50M

Assets Under Management

1

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 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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other

Selection of other advisors

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Scott Jackson’s Registration & Firm History

FL

05/10/2021 - Present

Jackson Private Wealth Management, Inc. (COCOA FL)

FL

03/16/2009 - 10/09/2012

EDWARD JONES (COCOA FL)

FL

06/22/2006 - 03/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)

NY

06/10/2004 - 12/05/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

IL

06/06/2003 - 02/20/2004

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NY

02/13/2002 - 04/11/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/31/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Scott Conrad Jackson. Review regulatory record here.
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