Donna Jackson
Donna Jackson is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6 State Park Road, Greenville, SC, 29609
Get directionsHistory
Regulatory History (6)
Judgment / Lien
November 2023Customer Dispute
September 2019Customer Dispute
July 2016Customer Dispute
April 2009Customer Dispute
June 2008Customer Dispute
November 2006Other Business Activities
Donna owns DAP Properties, collecting rent on 36 properties, and DMP Trucking, allowing owner/operators to use her motor carrier authority. She also owns DAP Freight Brokers LLC, submitting bids and working with freight broker agents; these activities take minimal time, a few hours per week, and a few hours per week, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Key Investment Services LLC
Key Investment Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
Fn Investment CenterBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.