Brenda R.C. Jackson

Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MULTI FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 02/2012 → Present
  Lpl Financial Llc
  Kingwood, TX
• 07/2014 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX

Previous Registrations

• 2009-06-01 → 2012-02-08
  Morgan Stanley
  Houston, TX
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Houston, TX
• 2007-01-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Houston, TX
• 2005-07-20 → 2007-01-10
  A. G. Edwards & Sons, Inc.
  Spring, TX
  Spring, TX

Other Businesses

1. 02/03/2012 - Shank Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 8/27/2014 - Symphony Financial, Ltd. Co. - DBA: (Hybrid) Shank Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/15/2014 - 160 Hours Per Month During Securities Trading. 3. 11/13/2018 - Symphony Financial, Ltd. Co. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/15/2014 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Symphony Financial Ltd. Co, an independent investment advisor firm. I started this business activity in 07/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/2/2020 - No Business Name - Investment Related - Baytown, Texas 77520 - Real Estate Rental - Started 02/05/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Personal purchase to keep family members home of 60 plus years in the family. 5. 07/26/2022 - No Business Name - Investment Related - College Station, Texas 77840 - Real Estate Rental - Start Date - 06/20/2022 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-18
• S63 Uniform Securities Agent State Law Examination
  2000-10-12

Other Names

• Brenda Renee Craighead
• Brenda R.C. Jackson
• Brenda R.C. Jackson