Matthew Jackson
Matthew Jackson is a registered investment advisor at LPL Financial LLC, based in St Augustine, FL, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
St Augustine, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2014Customer Dispute
September 2013Other Business Activities
Matthew is involved in real estate rental through AllenJackson LLC since August 2023. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations20 states
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.