David Jackson is a registered investment advisor at Silverback Financial, based in Valley Springs, CA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated, lowered, or waived for family, friends, or based on the complexity level of the client. Some clients are grandfathered with lower fees based on the existing historical relationship.
Fee Estimator
Location
Valley Springs, CA
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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 →Employment History
Current Registrations
Silverback Financial
Previous Registrations
Integral Investment Advisors, INC.
Charles Schwab & CO., INC.
A. G. Edwards & Sons, INC.
Salomon Smith Barney INC.
State Registrations2 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.