Jean Jackson
Jean Jackson is a registered investment advisor at Horse Cove Partners LLC, based in Fort Wayne, IN, with 37 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horse Cove Partners charges a management fee of no more than 2.5% per year. The fees are calculated daily based on the prior business day’s ending balance of your portfolio. The total fees are annualized and assessed based on weekdays, excluding U.S. federal holidays. Separately Managed Accounts may negotiate which fee structure they prefer.
Location
10355 Dawsons Creek Blvd, Suite F, Fort Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jean is involved in several business activities, including fixed insurance sales through Jackson Brokerage and owning Financial Identity Advisors, Inc., which offers insurance and investment products. She also dedicates time to coaching, training, religious outreach, and managing various entities, including Horse Cove Partners LLC for investment advisory services.
Employment History
Current Registrations
Horse Cove Partners LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Horse Cove Partners LLC
Questar Capital CorporationBroker
Westminster Financial Securities, INC.Broker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
John Hancock Distributors, INC.Broker
Amev Investors, INC.Broker
State Registrations3 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.