Scott Jackson is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
710 Fillmore St Suite 300, Twin Falls, ID, 83301
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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 Activities
Scott is an online adjunct professor at Brigham Young University - Idaho, dedicating about a quarter of his time to teaching undergraduate students. He is also a member of Lost River Group, LLC, a digital media and product design business managed by his spouse, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Snake River Investment Counsel LLC
Edward JonesBroker
Cetera Advisors LLCBroker
State Registrations1 state
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
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