linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephanie E Jackson

Buckingham Strategic Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephanie? Claim Your Profile

About Stephanie E Jackson

Stephanie E. Jackson is a financial advisor with over 13 years of experience in the industry. Stephanie is currently registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Previously, Stephanie was affiliated with Dempsey Lord Smith, LLC and Cape Securities Inc. Stephanie is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Stephanie has a broad range of experience serving clients in a variety of roles, including financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Stephanie Jackson is currently registered with Buckingham Strategic Wealth, LLC. Buckingham Strategic Wealth, LLC is an investment advisor headquartered in St. Louis, Missouri, with over 320 investment advisor representatives and 15 registered representatives. The firm manages over $29 billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and other entities. Buckingham Strategic Wealth provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Buckingham Strategic Wealth, LLC

8182 MARYLAND AVENUE

ST LOUIS, MO 63105

$29.51B

Assets Under Management

623

Total Clients

145

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephanie Jackson’s Registration & Firm History

MO

05/02/2024 - Present

Buckingham Strategic Wealth, LLC (ST LOUIS MO)

GA

01/02/2014 - 04/05/2024

DEMPSEY LORD SMITH, LLC (ATLANTA GA)

GA

09/03/2012 - 12/31/2013

CAPE SECURITIES INC. (ATLANTA GA)

Not sure if Stephanie E Jackson is right for you?

Licenses & Designations

BOTH

Issued 11/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie E Jackson.
Not sure if Stephanie E Jackson is right for you?