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CJ
CFP
CJ
CFP
Christopher O'brian Jackson
Strategic Wealth Partners, LTD.
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Strategic Wealth Partners, LTD.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Employment Separation After Allegations
December 2017
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Surepath Wealth Management
September 2019 - February 2020 · 5 mos
Lionshare Partners LLC
December 2017 - December 2022 · 5 yrs
Mercer Global Advisors INC.
July 2015 - December 2017 · 2 yrs 5 mos
Churchill Management Group
May 2013 - July 2015 · 2 yrs 2 mos
Churchill Management Group
February 2012 - September 2012 · 7 mos
State Registrations
2 states
CA
TX
Advisor
Exams
No exam information available for this advisor.