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William Terry Jackson

Wells Fargo Securities, LLC

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About William Terry Jackson

William Terry Jackson is a financial professional with over 5 years of experience in the industry. William Jackson is currently registered with Wells Fargo Securities, LLC. Prior to this role, William Jackson has also worked for ROBINHOOD FINANCIAL, LLC, NORTHERN TRUST SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William Jackson holds the Series 66, Series 57TO, SIE and Series 7 licenses. William Jackson is currently licensed in North Carolina.

Firm Information

William Jackson is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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William Jackson’s Registration & Firm History

NC

06/02/2024 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

AZ

10/05/2021 - 08/10/2022

ROBINHOOD FINANCIAL, LLC (Tempe AZ)

AZ

05/10/2019 - 07/07/2021

NORTHERN TRUST SECURITIES, INC. (Tempe AZ)

AZ

06/12/2018 - 10/04/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 07/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2022

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for William Terry Jackson. Review regulatory record here.
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