William Arlin Jackson

Employer firm

Jackson Financial, Investment & Retirement Services, Inc. CRD 142486

$7.80M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/1990 → Present
  Jackson Financial, Investment & Retirement Services, Inc
  Melbourne, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-13

Other Names

• William Jackson