Dawn Jackson is a registered investment advisor, based in Sturtevant, WI, with 4 years of industry experience.
Location
9531 Rayne Rd, Ste 2, Sturtevant, WI, 53177
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dawn owns Dawn Jackson Insurance Agency, an insurance agency affiliated with State Farm. She services customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
August 2024 - Present · 1 yr 9 mos
State Farm Vp Management CORP.
August 2024 - Present · 1 yr 9 mos
State Farm Vp Management CORP.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Morgan Stanley
March 2023 - August 2024 · 1 yr 5 mos
Morgan StanleyBroker
May 2021 - August 2024 · 3 yrs 3 mos
State Registrations2 states
ILWI
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.