Eric Jackson is a CFA, CFP-designated registered investment advisor at Cobblestone Asset Management, based in Richmond, VA, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 432 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
9011 Arboretum Parkway, Suite 180, Richmond, VA, 23236
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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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Eric works as a Registered Assistant at Cobblestone Asset Management, spending full-time hours there. He also serves as an officer/director for Sigma Alpha Epsilon Fraternity, dedicating a few hours per week to managing alumni relations.
Employment History
Current Registrations
Cobblestone Asset Management
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Capitol Securities Management, INC.Broker
State Registrations1 state
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