MJ
MJ

Mark Jackson

36 Years of Experience
Destin, FL
1 DisclosureBroker

Mark Jackson is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Destin, FL, with 36 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

36468 Emerald Coast Parkway, Suite 5101, Destin, FL, 32541

Get directions

History

Regulatory History (1)
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Customer Dispute
October 2008
Closed-No Action
Other Business Activities

Mark has 50% ownership in Bright Child, LLC, a toy and doll store, but his wife manages the store. He spends minimal time on this activity.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
June 2021 - Present · 5 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - June 2021 · 13 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2021 · 13 yrs 5 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2008 · 2 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
October 1989 - January 2008 · 18 yrs 3 mos
State Registrations13 states
ALARCOFLGALAMIMSNCNJNVSCTX
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.
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