Dennis Jackson is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Keller, TX, with 28 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
420 Johnson Rd Ste 103, Keller, TX, 76248-3461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis owns DM Jackson Real Estate Holdings, LLC, dedicating minimal time to real estate rental. He also spends a significant amount of time (nearly full-time) providing investment advisory services through Advisor Resource Council, operating under the DBA Jackson Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Edward Jones
Edward JonesBroker
Dean Witter Reynolds INC.Broker
State Registrations19 states
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