LJ
LJ

Larry Jackson

21 Years of Experience
Chicago, IL
Broker

Larry Jackson is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

120 S Riverside Plaza, Suite 700, Chicago, IL, 60606

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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

Larry is a professor at DePaul University since April 2024. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2014 - Present · 11 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2014 - Present · 11 yrs 11 mos
Raymond James & Associates, INC.
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
PNC InvestmentsBroker
August 2013 - May 2014 · 9 mos
PNC Investments
August 2013 - May 2014 · 9 mos
M Holdings Securities, INC.Broker
September 2012 - March 2013 · 6 mos
ICMA Retirement CORP
May 2007 - September 2012 · 5 yrs 4 mos
Icma-Rc Services, LLCBroker
September 2005 - September 2012 · 7 yrs
A. G. Edwards & Sons, INC.
February 2004 - September 2005 · 1 yr 7 mos
A. G. Edwards & Sons, INC.Broker
February 2004 - September 2005 · 1 yr 7 mos
State Registrations21 states
AZCACOFLGAIAILINLAMAMIMNMONJNYOHPASCTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.