Cathy Jackson
Cathy Jackson is a registered investment advisor at Cetera Investment Advisers LLC, based in East Fallowfield, PA, with 27 years of industry experience. Cathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
East Fallowfield, PA
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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
Cathy is involved in several outside business activities, including a charity, a financial services entity (Beacon Financial Group LLC), and insurance sales through Avantax and as an appointed agent for fixed index annuities. Cathy dedicates full-time hours to Beacon Financial Group LLC and minimal time to the other activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Commonwealth Financial NetworkBroker
Fsc Securities CorporationBroker
State Registrations8 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.