Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edward Jackson is a financial advisor at Independent Financial Group, LLC, located in Kirkland, WA. Stephen is a registered representative and investment advisor representative, and holds licenses in several states including Arizona, California, Idaho, Nevada, New Jersey, North Carolina, Oregon, Tennessee, Texas, and Washington. Stephen has over 25 years of experience in the financial services industry. Stephen offers various types of financial services including financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
12/12/2008 - Present
Independent Financial Group, LLC (KIRKLAND WA)
WA
07/20/2006 - 12/11/2008
EPLANNING SECURITIES, INC. (KIRKLAND WA)
CA
04/13/2006 - 05/15/2006
EMERSON EQUITY LLC (SAN MATEO CA)
SC
06/11/2003 - 04/20/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
12/09/2002 - 03/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/09/2002 - 03/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
07/17/2000 - 05/02/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
02/05/1996 - 05/27/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
11/21/1991 - 12/15/1995
DAIN BOSWORTH INCORPORATED
IA
Issued 05/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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