Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Gregory Jackson is a financial advisor who has been in the industry since 1995. Theresa is currently registered with Independent Advisor Alliance, LLC and has offices in Tallahassee, FL. Theresa has a diverse background, having worked with various firms over the years. She provides a range of investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. In addition, Theresa also provides real estate rental services through JFG Property Management. Theresa is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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
11/07/2018 - Present
Independent Advisor Alliance, LLC (Tallahassee FL)
FL
10/13/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (TALLAHASSEE FL)
CA
08/09/2002 - 10/21/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MI
02/09/2002 - 08/08/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
05/20/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
FL
04/09/1999 - 06/08/1999
MERIDIAN ASSET MANAGEMENT, INC. (TALLAHASSEE FL)
OH
07/01/1996 - 03/05/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
04/26/1995 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 05/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Jackson is the right advisor for you? Invested Better is here to help.
