Tayvon Jackson
Tayvon Jackson is a registered investment advisor at Impact Partnership Wealth, LLC, based in Landover, MD, with 10 years of industry experience. Tayvon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
8201 Corporate Drive, Suite 1135, Landover, MD, 20785
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Tayvon is involved in several business activities, including real estate rentals and investments, authoring books, and running Jackson Publishing. He also works full-time as the Owner/President of New Perspective Financial Solutions and as an independent life insurance agent with The Impact Partnership, LLC, selling life insurance and fixed indexed annuities.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Market Guard
Simplicity Wealth
Edward Jones
Edward JonesBroker
State Registrations5 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.