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905 Sarno Road, Melbourne, FL 32935 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Financial, Investment & Retirement Services, Inc | Melbourne | FL | 07/1990 | Present |
WILLIAM A. JACKSON, P.A. NOT INVESTMENT RELATED 905 SARNO ROAD MELBOURNE, FL 32935 C.P.A. FIRM PRESIDENT STARTED 07/1990 80 HRS PER MONTH 4 HRS DURING SECURITIES TRADING HOURS MANAGE THE PRACTICE AND REVIEW THE WORK PERFORMED BY MY STAFF William A. Jackson Licensed Health, Life and Annuity Insurance License, State of Florida Not Investment Related 905 Sarno Road, Melbourne, FL 32935 Owner/ 1 hour per month (none during security trading hours) Oversee the business Start Date around 2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-13 |
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