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David Jackson

LPL Financial LLC
25 Years of Experience
Chagrin Falls, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

David Jackson is a registered investment advisor at LPL Financial LLC, based in Chagrin Falls, OH, with 25 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

200 Industrial Parkway Unit 1B, Chagrin Falls, OH, 44022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is an independent insurance agent for various companies since 2017, dedicating nearly full-time hours to this activity. He is also an advisory representative of CIRA, spending a few hours per week, and owns The Cle 401k Guys, spending about a quarter of his time on it. Additionally, he is an IAR under the DBA name David A Jackson & Associates, dedicating full-time hours to this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2017 - October 2025 · 8 yrs 8 mos
Cambridge Investment Research, INC.Broker
February 2017 - October 2025 · 8 yrs 8 mos
The Huntington Investment Company
February 2017 - February 2017 · 0 mos
The Huntington Investment CompanyBroker
February 2017 - February 2017 · 0 mos
LPL Financial LLC
September 2013 - February 2017 · 3 yrs 5 mos
LPL Financial LLCBroker
September 2013 - February 2017 · 3 yrs 5 mos
Firstmerit Advisors, INC.
January 2010 - September 2013 · 3 yrs 8 mos
Firstmerit Financial Services, INCBroker
January 2010 - September 2013 · 3 yrs 8 mos
Invest Financial Corporation
October 2005 - January 2010 · 4 yrs 3 mos
Invest Financial CorporationBroker
July 2005 - January 2010 · 4 yrs 6 mos
Firstmerit Securities, INC.Broker
September 2001 - July 2005 · 3 yrs 10 mos
Mcdonald Investments INC.Broker
January 2001 - September 2001 · 8 mos
State Registrations11 states
FLGANCNVNYOHPASCTNTXVA
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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