Theresa Jackson
Theresa Jackson is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Tallahassee, FL, with 30 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
407 E. 6th Avenue, Tallahassee, FL, 32303
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theresa is affiliated with Jackson Financial Group, Independent Advisor Alliance, and Six Pillars Financial Advisors, providing investment advisory services. She also engages in real estate rental activities and spends minimal time on non-variable insurance products.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Partners
LPL Financial Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Sigma Planning CORP
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
Meridian Asset Management, INC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
State Registrations17 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.