Stephen Jackson
Stephen Jackson is a registered investment advisor at Viaquest Advisors LLC, based in Houston, TX, with 35 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 234 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Accounts may be aggregated at the household level to determine blended pricing. The advisory fee will not exceed 1.00% annually.
Fee Estimator
Location
17225 El Camino Real, Suite 250, Houston, TX, 77058
Get directionsHistory
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
Stephen is an agent with Viaquest Insurance Services since 2011, spending minimal time servicing existing accounts. He also leases office space and is an interested party in Accent Services, a commercial cleaning service, dedicating minimal time to each. Stephen is also a licensed insurance agent since 2024, spending a few hours per week on this.
Employment History
Current Registrations
Viaquest Advisors LLC
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
Cullum & Sandow Securities, INC.Broker
Advantage Capital CorporationBroker
Cullum & Sandow Securities, INC.Broker
State Registrations1 state
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.