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William Douglass Jackson

Cahaba Wealth Management, Inc.

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About William Douglass Jackson

William Douglass Jackson is a financial advisor registered with the state of Alabama, Georgia, and Tennessee. He is associated with Cahaba Wealth Management, Inc. which provides investment advisory services. The firm’s main office is in Atlanta, GA. William Douglass Jackson is a Certified Financial Planner (CFP®). William Douglass Jackson has been a financial advisor since 2001. He previously worked with Iroquois Capital Advisors, LLC and Avondale Partners, LLC. William Douglass Jackson is a registered representative of the firm.

Firm Information

William Jackson is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

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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financial planning services

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

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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fixed fees

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

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percentage of assets

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

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William Jackson’s Registration & Firm History

GA

01/01/2025 - Present

Cahaba Wealth Management, Inc. (ATLANTA GA)

TN

04/16/2013 - 05/09/2016

IROQUOIS CAPITAL ADVISORS, LLC (NASHVILLE TN)

TN

08/30/2001 - 02/01/2013

AVONDALE PARTNERS, LLC (NASHVILLE TN)

GA

08/14/1996 - 06/11/2001

SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2008

Series 24 - General Securities Principal Examination

BC

Issued 05/09/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Douglass Jackson.
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