Lisa Jackson
Lisa Jackson is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 26 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2040 W. Whispering Wind Dr, Suite 149, Phoenix, AZ, 85085
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Regulatory History (1)
Customer Dispute
August 2020Other Business Activities
Lisa is the owner of a CPA firm, Whitman & Jackson CPAs PC, and a member of Intentional Wealth Solutions LLC, where she is in charge of accounting. She also manages real estate through Whitjack 2040 LLC and is a trustee for a family trust, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations7 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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