Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valton? Claim Your ProfileValton Trent Jackson is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the financial services industry since September 19, 1988. Valton has experience in various financial areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. Valton is registered with the following states: Arizona, California, District of Columbia, Idaho, Kansas, Nevada, Utah, and Virginia. In addition to his work with Raymond James Financial Services Advisors, Inc., Valton is also the owner of Vermillion Vista Finance, a support company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (American Fork UT)
UT
09/17/2001 - 02/11/2008
CITIGROUP GLOBAL MARKETS INC. (PROVO UT)
MN
09/20/1988 - 09/28/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 10/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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