JW
JW

Jackson Weeks

1 Year of Experience
Daniel Island, SC
Broker

Jackson Weeks is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, with 1 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

225 Seven Farms Drive Suite 106, Daniel Island, SC, 29492

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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

Jackson owns Jackson Swim School, providing swim lessons, dedicating minimal time to it. He also works full-time as a financial advisor with Commonwealth Financial Group.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
State Registrations14 states
ALCACOFLGALAMANCNYPASCTNTXVA
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 Weeks - Financial Advisor | TrueAdvisor