Fredrick Jackson
Fredrick Jackson is a registered investment advisor at Westpark Wealth Advisors, INC., based in Houston, TX, with 26 years of industry experience. Fredrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 776 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual percentage fees range from 0.0% to 2.00% depending on the assigned investment advisor representative. All advisory fees are negotiable.
Fee Estimator
Location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2025Judgment / Lien
April 2024Other Business Activities
Fredrick owns Tri-Vest Financial, an investment management DBA, and works as an investment advisor representative (IAR) for Westpark Wealth Advisors. He also works as a tax preparer for H&R Block.
Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ims Securities, INC.Broker
Tri-Star FinancialBroker
State Registrations11 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.
Exams
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