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Jackson Sharp

5 Years of Experience
Ridgeland, MS
BrokerSells Insurance

Jackson Sharp is a registered investment advisor, based in Ridgeland, MS, with 5 years of industry experience.

Location

251 Trace Colony Park Drive, Suite C, Ridgeland, MS, 39157

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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 ActivitiesSells Insurance

Jackson works as a Wealth Management Analyst at WealthPartners, supporting partners and advisors with various tasks including report building, client onboarding, and account service requests. This is a full-time commitment for Jackson.

Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2023 - Present · 2 yrs 8 mos
Kestra Investment Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2021 - September 2023 · 2 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - May 2020 · 4 mos
State Registrations1 state
MS
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.
Jackson Sharp - Financial Advisor | TrueAdvisor