Waylon Jackson
Waylon Jackson is a registered investment advisor at LPL Financial LLC, based in Nags Head, NC, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Nags Head, NC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 1987Other Business ActivitiesSells Insurance
Waylon works for Compensation Services, an insurance agency, dedicating a few hours per week. He also operates W B Jackson and Associates LLC as a DBA for his LPL business, spending full-time hours on this endeavor.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Investors Security Company, INC.
Investors Security Company, INC.Broker
Investors Security Company, INC.Broker
Sma Equities, INC.Broker
Nylife Securities INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.