ZJ
ZJ

Zebradee Jackson

26 Years of Experience
Perrysburg, OH
Broker

Zebradee Jackson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Perrysburg, OH, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

7001 Lighthouse Way, Perrysburg, OH, 43551

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Zebradee is the owner of Periscope Business Group, an LLC for rental property, established in 2025. This legal entity is used to manage practice expenses and income for tax purposes, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2025 - February 2025 · 1 mo
Osaic Wealth, INC.
January 2025 - February 2025 · 1 mo
Osaic Fa, INC.
June 2020 - January 2025 · 4 yrs 7 mos
Osaic Fa, INC.Broker
June 2020 - January 2025 · 4 yrs 7 mos
Citizens Investment Services
October 2012 - June 2020 · 7 yrs 8 mos
Citizens Securities, INC.Broker
October 2012 - June 2020 · 7 yrs 8 mos
Primevest Financial Services, INC.
April 2010 - November 2012 · 2 yrs 7 mos
Primevest Financial Services, INC.Broker
April 2010 - November 2012 · 2 yrs 7 mos
Fifth Third Securities, INC.
February 2005 - January 2010 · 4 yrs 11 mos
Fifth Third Securities, INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
Salomon Smith Barney INC.Broker
July 2000 - June 2002 · 1 yr 11 mos
Mfi Investments CORP.Broker
May 1997 - August 1998 · 1 yr 3 mos
State Registrations6 states
FLMINCOHTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Zebradee Jackson - Financial Advisor | TrueAdvisor