Frederick Jackson
Frederick Jackson is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harwich, MA, with 25 years of industry experience. Frederick is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Harwich, MA
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Regulatory History (1)
Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Frederick is a financial planner at SWE Wealth Management LLC, providing financial planning, investment advisory, and insurance support, taking nearly full-time. He also works as a tax preparer from February to April and is an insurance agent with Avantax Insurance Agency/Services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Dws Investments Distributors, INCBroker
Deam Investor Services, INC.Broker
Scudder Investor Services, 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.