Nathan Jackson is a registered investment advisor, based in Salt Lake City, UT, with 10 years of industry experience.
Location
5525 South 900 East, Suite 145, Salt Lake City, UT, 84117
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is a caregiver for twin brothers, spends time as an agent/producer selling fixed insurance products, and is the successor trustee for a family trust. He also owns Nathan Jackson Investment Advisor LLC for tax purposes and takes care of taxes with his CPA each year.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.Broker
State Registrations3 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.