TJ
CFP
TJ
CFP

Thomas Jackson

4 Years of Experience
Charlottesville, VA
Broker

Thomas Jackson is a CFP-designated registered investment advisor, based in Charlottesville, VA, with 4 years of industry experience.

Location

600 Peter Jefferson Parkway, Suite 370, Charlottesville, VA, 22911

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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

Thomas works full-time as an IAR for Kestra Advisory Services, a Registered Field Assistant at Piedmont Wealth Management, and a member of GHD Holdings, LLC, all related to investment advisory services. He also works as a notary, dedicating minimal time to this activity.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2025 - Present · 1 yr 2 mos
Kestra Investment Services, LLCBroker
May 2025 - Present · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
February 2022 - June 2025 · 3 yrs 4 mos
LPL Financial LLCBroker
November 2021 - June 2025 · 3 yrs 7 mos
State Registrations1 state
VA
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.