David Jackson is a CFP-designated registered investment advisor at Colarion, based in Birmingham, AL, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 133 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee for asset management services to partners of the Mint Partnership is 1.5%.
Fee Estimator
Location
50 Richard Arrington Ave N., Birmingham, AL, 35203
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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
David is a wealth management advisor and partner at JHH Wealth, LLC, dedicating full-time hours to this role. He is also a partner in Mint Financial Sector Fund, a private fund, and maintains a license to sell life insurance products, participating as needed to accommodate clients.
Employment History
Current Registrations
Colarion
Previous Registrations
Jhh Wealth, LLC
Allen C. Ewing & CO.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.