William Douglass Jackson

Employer firm

Cahaba Wealth Management, Inc. CRD 151675

$2.06B regulatory AUM 124 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2016 → Present
  Cahaba Wealth Management, Inc.
  Atlanta, GA

Other Businesses

1. BLACK DOG, LLC - INVESTMENT RELATED PARTNERSHIP; TITLE: PASSIVE INVESTMENT PARTNER; RESTAURANT/BAR/RETAIL ALCOHOL SALES/INDUSTRY; 1 HR PER MONTH; 0 HRS DURING TRADING 2. SERENDIPITY LAND, LLC - NON-INVESTMENT RELATED; TITLE: PARTNER; ADDRESS: 9042 OLD CHARLOTTE PIKE, PEGRAM, TN 37143; START DATE: 4/15/17; 2 HRS PER MONTH; 0 HRS DURING TRADING 3. 10/2023 Artist Clarity, Inc. ; Business Management; Non Investment Related; Partner/CEO; Currently no time spent; partner with management oversight.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-25
• S63 Uniform Securities Agent State Law Examination
  1996-09-30

Designations

• Certified Financial Planner

Other Names

• Will Jackson
• William Douglas Jackson