CJ
CJ

Christine Jackson

7 Years of Experience
University Place, WA
1 DisclosureBrokerSells Insurance

Christine Jackson is a registered investment advisor at Bankers Life Advisory Services, INC., based in University Place, WA, with 7 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

3560 Bridgeport Way W Ste 3E, University Place, WA, 98466

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2022
Denied
Other Business ActivitiesSells Insurance

Christine is affiliated with Bankers Life & Casualty, although the specific nature and time commitment of this activity are not detailed.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
January 2023 - Present · 3 yrs 6 mos
Bankers Life Securities, INC.Broker
June 2018 - Present · 8 yrs 1 mo
State Registrations9 states
AKAZCAFLIDMTORTXWA
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.
Christine Jackson - Financial Advisor | TrueAdvisor