Ben Jackson is a CFA-designated registered investment advisor at Street Light Wealth Management, LLC, based in Dallas, TX, with 16 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 13 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are calculated as a sliding scale applied to the total household portfolio. Qualifying clients may opt for a performance-based fee of 10% of quarterly profits instead.
Fee Estimator
Location
2001 Ross Avenue, #700, Dallas, TX, 75201
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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 Activities
Ben works as a security/bouncer and occasional expo at Moxie's Grill & Bar since May 2017, dedicating about half his time after business hours. This activity is investment-related.
Employment History
Current Registrations
Street Light Wealth Management, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Potiphar Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.Broker
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.
Exams
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