VJ
VJ
Valton Jackson
37 Years of Experience
Orem, UT
2 DisclosuresBroker
Valton Jackson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orem, UT, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
Loading...
Location
Orem, UT
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2012Settled
Customer Dispute
March 2001Denied
Other Business Activities
Valton is an owner of Vermillion Vista Finance, a support company. He dedicates minimal time to this business, both overall and during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
February 2008 - Present · 18 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2008 - Present · 18 yrs 5 mos
Previous Registrations
Raymond James Financial Services
February 2008 - January 2009 · 11 mos
Citigroup Global Markets INC.
October 2001 - February 2008 · 6 yrs 4 mos
Citigroup Global Markets INC.Broker
September 2001 - February 2008 · 6 yrs 5 mos
U.S. Bancorp Piper Jaffray INC.Broker
September 1988 - September 2001 · 13 yrs
State Registrations9 states
AZCADCIDKSNMNVUTVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.