David Jackson
David Jackson is a registered investment advisor at Del Mar Wealth Management INC, based in Del Mar, CA, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 75 clients with $150M 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 | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
1110 Camino Del Mar, Suite B, Del Mar, CA, 92014
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2017Customer Dispute
April 2017Employment Separation After Allegations
October 2013Customer Dispute
February 2003Customer Dispute
January 2002Other Business ActivitiesSells Insurance
David is the owner and principal of Jackson Wealth Management Group, Inc., a registered investment advisor, since 2005. He is also a registered insurance agent in California since 2003, appointed with various insurance companies.
Employment History
Current Registrations
Del Mar Wealth Management INC
Previous Registrations
Concert Wealth Management
Hoylecohen, LLC
Mid Atlantic Financial Management, INC.
Hoylecohen,inc.
London Pacific Advisors
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.