Emma Jackson is a registered investment advisor, based in Chapel Hill, NC, with 16 years of industry experience.
Location
100 Europa Drive, Suite 390, Chapel Hill, NC, 27517
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Regulatory History (1)
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Criminal
May 2008Final Disposition
Other Business Activities
Emma works as a Wealth Planning Associate for Phoenix Wealth Advisors, both as a support company employee and for their independent RIA. These roles take about half of Emma's time each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Phoenix Wealth Advisors INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
October 2017 - May 2021 · 3 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2017 - May 2021 · 3 yrs 7 mos
Morgan Stanley
August 2010 - October 2017 · 7 yrs 2 mos
Morgan StanleyBroker
October 2009 - October 2017 · 8 yrs
State Registrations1 state
NC
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.