Benjamin Jackson
Benjamin Jackson is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Blacksburg, VA, with 13 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
1901 South Main St, Suite 7, Blacksburg, VA, 24060
Get directionsHistory
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
Benjamin is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also works as a Registered Representative and Investment Advisor Representative, dedicating about half of his time to securities and insurance sales, and full-time hours to securities trading.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations8 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.
Exams
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