Quinn Jackson
Quinn Jackson is a registered investment advisor at Msp Wealth Management, LLC, based in Klamath Falls, OR, with 21 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 400 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSP Wealth Management offers investment management services exclusively through its wrap fee program. The fee covers investment advice, custodial services, and trade execution. The firm does not offer investment management services separately from the wrap fee program.
Location
824 Pine Street, Klamath Falls, OR, 97601
Get directionsHistory
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 ActivitiesSells Insurance
Quinn owns rental property and is involved in Thrivacious Consulting, offering corporate speaking, training, and coaching. Quinn also sells fixed indexed annuities and serves as a pastor at Disciples Church, dedicating about a quarter of his time to the church.
Employment History
Current Registrations
Msp Wealth Management, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Cuso Financial Services, L.P.Broker
Edward JonesBroker
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.