Jeffrey Jackson
Jeffrey Jackson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manchester, TN, with 26 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
71 New Bushy Branch Rd, Suite 100, Manchester, TN, 37355
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Regulatory History (1)
Regulatory
July 2020Other Business ActivitiesSells Insurance
Jeffrey owns Southern Heritage Investments, where he manages the company and presents insurance products including fixed annuities, life insurance, and long-term care. He also owns Heritage Wealth Management, an independent registered investment advisor, and spends about half his time on advisory services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Heritage Wealth Management, LLC
Heritage Wealth Management, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
Franklin Financial Services CorporationBroker
State Registrations16 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.