Kurt Jackson
Kurt Jackson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Arroyo Grande, CA, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
Arroyo Grande, CA
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2025Customer Dispute
August 2025Customer Dispute
June 2025Customer Dispute
November 2022Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Kurt is the owner of Central Coast Wealth Management, LLC, dedicating about half his time to it. He also spends minimal time on fixed insurance sales.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations12 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.