AJ
AJ

Alexandria Jackson

3 Years of Experience
Bridgeville, PA
Broker

Alexandria Jackson is a registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 3 years of industry experience. Alexandria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1195 Washington Pike Ste 102, Bridgeville, PA, 15017

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Alexandria works as a financial advisor at DSF Wealth Management Group, assisting clients with financial plans. This role takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Bny Mellon Securities CorporationBroker
January 2021 - February 2022 · 1 yr 1 mo
Mbsc Securities CorporationBroker
October 2017 - March 2018 · 5 mos
State Registrations4 states
FLNJNYPA
AdvisorBrokerBoth

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
No exam information available for this advisor.