Connor Jackson is a registered investment advisor at Focused Alpha, LLC, based in Tempe, AZ, with 10 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 553 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Focused Alpha offers its investment management services exclusively through a bundled fee program where investment advice and trading costs are combined into a single fee. Because Focused Alpha's brochure does not disclose a specific percentage fee schedule or tiered rates for portfolio management, you will need to contact the firm directly to discuss their specific fee rates. The firm generally requires a minimum account size of $250,000, though this minimum may be waived at their discretion.
Location
Tempe, AZ
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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.
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Current Registrations
Focused Alpha, LLC
Previous Registrations
John Hancock Investment Management LLC
John Hancock Investment Management Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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