Thomas Jackson is a registered investment advisor at Thomas Jackson Family Office, INC., based in Omaha, NE, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Thomas Jackson Family Office does not directly manage your investments. Instead, they connect you with third-party money managers who will manage your portfolio. Thomas Jackson Family Office receives a portion of the fee you pay to the third-party manager, typically 40% of 1% of the investment advisory fee. This fee is paid to Thomas Jackson Family Office by the third-party manager, not directly by you. The fees paid to Thomas Jackson Family Office are not negotiable.
Location
2120 South 72nd Street, Suite 1120, Omaha, NE, 68124
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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 Activities
Thomas is involved in numerous LLCs and partnerships, dedicating minimal time to each, and serves as a director for Enterprise Bank, which takes about a quarter of his time. These activities are not investment-related.
Employment History
Current Registrations
Thomas Jackson Family Office, INC.
Previous Registrations
Thomas Jackson Family Office, INC.
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.