David Jackson
David Jackson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Franklin, TN, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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
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.
Exams
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