Melody Jackson
Melody Jackson is a CFP-designated registered investment advisor at Jackson Financial Services LLC, based in Dallas, TX, with 15 years of industry experience. Melody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 21 clients with $910K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jackson Financial Services does not actively manage client assets. They provide advice on asset allocation and investment selection, including quarterly portfolio reviews if desired, for an hourly fee of $125 to $175 per hour.
Location
2626 Cole Avenue, Suite 300, Dallas, TX, 75204
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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 ActivitiesSells Insurance
Melody works as a benefit counselor for UNUM, an insurance company, dedicating a few hours per week. She is also a CPA and a life and health insurance agent for Jackson Financial Services LLC, spending about a quarter of her time on tax compliance and selling insurance products.
Employment History
Current Registrations
Jackson Financial Services LLC
Previous Registrations
Hanson Mcclain Advisors
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.