Deborah Jackson
Deborah Jackson is a registered investment advisor at Osaic Wealth, INC., based in Newton, IA, with 40 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
100 N 2nd Avenue W, Newton, IA, 50208
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2026Judgment / Lien
April 2024Employment Separation After Allegations
March 2016Other Business ActivitiesSells Insurance
Deborah is a financial advisor at RA Financial Consultants, LLC, a marketing name for Royal Alliance Associates, LLC, and dedicates about half her time to this role. She also volunteers as Vice-President for the Lutheran Women Mission League, spending minimal time on activities such as directing missionary funds and organizing funeral services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Independent Wealth Network, INC.
Investment Advisors CORP
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Dickinson & CO.Broker
J. W. Gant & Associates, INC.Broker
Walford, Demaret & CO., INC.Broker
State Registrations28 states
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.