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Brenda Jackson

Symphony Financial, LTD. CO.
25 Years of Experience
Kingwood, TX
Broker
View SEC Summary
View SEC Summary

Brenda Jackson is a registered investment advisor at Symphony Financial, LTD. CO., based in Kingwood, TX, with 25 years of industry experience. Brenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,850 clients with $1.4B in assets under management.

Symphony Financial, LTD. CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,850 clients
Average Client Portfolio
$475K average
Assets Under Management
$1.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2627 Chestnut Ridge, Suite 260, Kingwood, TX, 77339

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brenda operates Shank Wealth Management, LLC as a DBA for her LPL business and also through Symphony Financial, Ltd. Co. She also owns rental real estate properties.

Employment History
Current Registrations
Symphony Financial, LTD. CO.
July 2014 - Present · 12 yrs 3 mos
LPL Financial LLCBroker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
LPL Financial LLC
August 2016 - December 2017 · 1 yr 4 mos
LPL Financial LLC
February 2012 - October 2015 · 3 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2007 - April 2007 · 3 mos
Morgan Stanley Dw INC.Broker
January 2007 - April 2007 · 3 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2007 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
January 2003 - January 2007 · 4 yrs
Edward JonesBroker
October 2000 - January 2003 · 2 yrs 3 mos
State Registrations16 states
ARAZCACOFLGAILLAMIMSNCNYOHTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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