William Jackson
William Jackson is a registered investment advisor at Jackson Financial, Investment & Retirement Services, INC., based in Melbourne, FL, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32 clients with $7.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.00% |
| $1.2M - $2.2M | 0.90% |
| $2.2M+ | 0.80% |
Fee Estimator
Location
905 Sarno Road, Melbourne, FL, 32935
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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
William is the president of William A. Jackson, P.A., a CPA firm, dedicating about half of his time to managing the practice and reviewing staff work. He also holds a Florida health, life, and annuity insurance license, spending minimal time overseeing that business.
Employment History
Current Registrations
Jackson Financial, Investment & Retirement Services, INC.
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.