April Felicia Jackson

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1992 → Present
  Investors Life Insurance Co
  Atlanta, GA
• 10/1992 → Present
  Great Southern Life Insurance Co
  Atlanta, GA
• 10/1992 → Present
  Northern Life Insurance Co
  Atlanta, GA
• 05/1996 → Present
  Lincoln Investment Planning, Inc.
  Atlanta, GA

Other Businesses

BANKS, JACKSON & MIDDLETON, INC. POSITION: Co-Owner, CFO NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 04/28/1994 ADDRESS: 1895 Phoenix Blvd, Suite 304, Atlanta GA 30349, United States DESCRIPTION: 33.33% Co-Owner & CFO duties include bill payments (checks/card)General operations and office management NATIONAL WOMEN OF ACHIEVEMENT, INCORPORATED POSITION: Immediate Past National President NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 2601 Prospect Street, Suite B, Houston TX 77004, United States DESCRIPTION: Serve asa Board Member of the National Executive Board of the organization. APRIL'S TAX SERVICES POSITION: Owner/Sole Proprietor NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 42 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2005 ADDRESS: 1895 Phoenix Blvd, Ste 304, Atlanta GA 30349, United States DESCRIPTION: Income Tax Preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1989-07-26