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Jovan Jackson

5 Years of Experience
Largo, MD
Sells Insurance

Jovan Jackson is a registered investment advisor at Good News Financial & Investment Advisors, LLC, based in Largo, MD, with 5 years of industry experience. Jovan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $4.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$124K average
Assets Under Management
$4.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

This is a tiered or breakpoint fee schedule, the entire portfolio is charged the same asset management fee. The annual fee is not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9500 Medical Center Dr., Suite 366, Largo, MD, 20774

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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

Jovan is an insurance agent with Affordable Benefits Solutions Inc. since 2010, dedicating about half of his time to selling insurance products. He is also an insurance agent with I Am The Bank LLC since 2021, spending about a quarter of his time on insurance sales.

Employment History
Current Registrations
Good News Financial & Investment Advisors, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Good News Financial & Investment Advisors, LLC
February 2021 - December 2024 · 3 yrs 10 mos
State Registrations1 state
MD
Advisor

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.