John Jackson
John Jackson is a registered investment advisor at Barony Financial Group, based in Moncks Corner, SC, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 21 clients with $9.9M 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% |
Ongoing Investment Management fees range from 1% to 2% per annum of assets under management depending on the size and character of the account.
Fee Estimator
Location
219 Hwy 52 North, Ste. D, Moncks Corner, SC, 29461
Get directionsHistory
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
John provides consulting services in forest management, teaches continuing education classes to loggers, originates mortgage loans, and sells insurance products. These activities are conducted as a sole proprietor or 1099 contractor and consume about 10-20% of his time.
Employment History
Current Registrations
Barony Financial Group
State Registrations1 state
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.