Matthew Thomas Jackson

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO 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

• 12/2004 → Present
  Rocky Mountain Long Term Care, Inc.
  Fort Collins, CO
• 04/2011 → Present
  Colorado Elite Retirement Planning, Ll Dba Solid Wealth Advisors
  Fort Collins, CO
• 12/2015 → Present
  Royal Fund Management, Llc
  The Villages, FL
• 11/2017 → Present
  Dreammaker Lifestyles, Llc
  Fort Collins, CO

Previous Registrations

• 2014-08-25 → 2016-01-04
  Brookstone Wealth Advisors, Llc
  Fort Collins, CO
• 2013-05-10 → 2014-08-28
  Royal Fund Management, Llc
  Fort Collins, CO
  Lady Lake, FL
• 2011-10-07 → 2013-09-13
  American Elite Retirement
  Fort Collins, CO

Other Businesses

(1) 12/2004 ROCKY MOUNTAIN LONG TERM CARE, INC. 375 E. Horsetooth Road #2-101, Fort Collins, CO 80525. PRESIDENT/INSURANCE RELATED ADVICE AND PRODUCTS RELATED TO LONG TERM CARE INSURANCE, LIFE INSURANCE, & FIXED INDEXED ANNUITIES. HOURS DEDICATED: 30/WEEK (10/WEEK DURING TRADING HOURS) (2) 04/2011 COLORADO ELITE RETIREMENT PLANNING, LLC, DBA SOLID WEALTH ADVISORS, 375 E. Horsetooth Road #2-101, Fort Collins, CO 80525, PRESIDENT/IAR. HOURS DEDICATED: 20/WEEK (20/WEEK DURING TRADING HOURS) (3) 11/2017 Dreammaker Lifestyle, LLC, 375 E. Horsetooth Road #2-101, Fort Collins, CO 80525. President/Author of "The Retirement Dreammaker". Markets and offers publications and courses to the public for consumer use, Not investment related. Hours dedicated: 10/week during trading hours. (4) 10/2023 Colorado Bowhunters Association Foundation; Chief Philanthropy Officer; Non Investment Related; Volunteer only Philanthropy; 11539 E. Grant Rd Franktown CO 80116; 2 hours / month, 0 during trading hours; Coordinate donors and grants

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-10

Other Names

• Matt Jackson
• Matthew T Jackson