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Jackson Roberts

1 Year of Experience
Nashville, TN
BrokerSells Insurance

Jackson Roberts is a registered investment advisor, based in Nashville, TN, with 1 years of industry experience.

Location

1102 Kermit Dr, Suite 200, Nashville, TN, 37217

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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 financial consultant for Florida Financial Advisors (DBA Tristate Financial Advisors), dedicating full-time hours. He also engages in fixed insurance sales for Florida Financial Insurance (DBA Tristate Financial Advisors) and manages parking logistics for Trinity Parking LLC, each taking a few hours per week.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2025 - Present · 9 mos
Florida Financial Advisors, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations3 states
FLTNTX
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 Roberts - Financial Advisor | TrueAdvisor