David Jackson
David Jackson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Franklin, TN, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2555 Meridian Boulevard, Suite 180, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
David owns rental real estate, is an officer for the Heritage Foundation of Williamson County, and is an insurance agent for Highland Capital. He also manages the office for Southern Springs Capital Group.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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