Lynn Jackson
Lynn Jackson is a registered investment advisor at Cetera Investment Advisers LLC, based in Layton, UT, with 33 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Layton, UT
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Regulatory History (1)
Employment Separation After Allegations
January 2015Other Business ActivitiesSells Insurance
Lynn sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. Lynn is also a registered representative at Horizon Credit Union and Peak Financial Network Solutions, and a sole proprietor at Jackson Financial Services, spending nearly full-time hours on these activities. Lynn also has a minimal ownership role in Pleasant Plains (pasture for leased cattle and excavation/equipment sales).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Zions Capital Advisors, INC.
Zions Direct, INC.
Zions Direct, INC.Broker
Lehman Brothers 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.