Brent Jackson
Brent Jackson is a registered investment advisor at LPL Financial LLC, based in Findlay, OH, with 30 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
300 W Main Cross St, Findlay, OH, 45840
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Regulatory History (1)
Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Brent is an insurance agent for Keller and Alge Insurance and Crump Insurance Brokerage, selling property & casualty and life, disability, and long-term care insurance, respectively. He also owns real estate rental properties and operates Jackson Wealth Management, LLC, his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations18 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.