TJ
TJ

Tyler Jackson

18 Years of Experience
The Villages, FL
Broker

Tyler Jackson is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 18 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

Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tyler's wife owns Old Dirt Road Properties LLC, and Tyler spends minimal time on it. He has no duties related to the business.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2012 - April 2019 · 7 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2007 - April 2019 · 12 yrs
State Registrations43 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.