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Staci Lynne Jackson

Strategic Advisory Services

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About Staci Lynne Jackson

Staci Lynne Jackson is a financial advisor with over 20 years of experience in the industry. She is currently registered with Strategic Advisory Services, an independent investment advisor firm, where Staci Lynne Jackson provides investment advisory services. Previously, Staci Lynne Jackson was a registered representative with Raymond James & Associates, Inc. She holds the Series 7, Series 6, Series 63, Series 66, and Series 26 licenses. Staci Lynne Jackson has a specialization in Retirement Planning and Estate Planning.

Firm Information

Staci Jackson is currently registered with Strategic Advisory Services. Strategic Advisory Services is a registered investment advisor with the SEC based in Memphis, TN. They have 3 licensed agents, 10 investment advisor representatives, 6 registered representatives, 10 investment advisory functions, and 4 advisor representatives for other investment advisors. They provide advisory services in portfolio management for individuals, selection of other advisers, and other services that include derivatives involving covered call option strategies. They manage approximately $177,512,000 in discretionary assets for 525 accounts. Their client base consists of 47 high-net-worth individuals, 140 individuals other than high-net-worth, and 2 charitable organizations.
Strategic Advisory Services

6465 QUAIL HOLLOW ROAD

MEMPHIS, TN 38120

$177.51M

Assets Under Management

120

Total Clients

11

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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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.

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derivatives involving covered call option strategies

Derivatives involving covered call option strategies

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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percentage of assets

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

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Staci Jackson’s Registration & Firm History

TN

08/03/2022 - Present

Strategic Advisory Services (MEMPHIS TN)

TN

02/13/2013 - 12/05/2013

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

02/13/2007 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TN

07/14/2003 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (CORDOVA TN)

AL

02/14/2000 - 07/13/2001

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

WI

09/29/1999 - 02/14/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

MA

03/17/1999 - 09/03/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Staci Lynne Jackson. Review regulatory record here.
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