David Jackson
David Jackson is a registered investment advisor at LPL Financial LLC, based in Chagrin Falls, OH, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Industrial Parkway Unit 1B, Chagrin Falls, OH, 44022
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other 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
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Firstmerit Securities, INC.Broker
Mcdonald Investments INC.Broker
State Registrations11 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.