Lisa Sue Jackson

Current Employers

Employment History

• 09/1999 → 10/2019
  1St Global Capital Corp.
  Phoenix, AZ
• 02/2000 → 10/2019
  1St Global Advisors, Inc
  Phoenix, AZ
• 01/2005 → 09/2025
  Avantax Insurance Services, Inc.
  Phoenix, AZ
• 08/2009 → Present
  Whitman & Jackson Cpas Pc
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Phoenix, AZ
• 01/2024 → Present
  Kaplan Living Tr Dtd 5-3-02
  Phoenix, AZ
• 12/1999 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Phoenix, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Phoenix, AZ
• 2000-02-24 → 2019-10-25
  1St Global Advisors Inc
  Phoenix, AZ

Other Businesses

1) WHITMAN & JACKSON CPAS PC POSITION: OWNER NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2009 DESCRIPTION: CPA 2) INTENTIONAL WEALTH SOLUTIONS LLC POSITION: Member NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2019 ADDRESS: 2040 W Whispering Wind Dr, Suite 149, Phoenix AZ 85085, United States DESCRIPTION: Member in charge of accounting. Entity created to track and pay of advisory business expenses as well as bill advisors for those expenses. 3) WHITJACK 2040 LLC POSITION: Member NATURE: This is an LLC formed to hold ownership of ownership in real property at 2040 W Whispering Wind Dr. Owed with Donald Whitman. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2021 ADDRESS: 2040 W. Whispering Wind Dr., Suite 149, Phoenix AZ 85085, United States DESCRIPTION: Pay bills and collect rent. Maintain books & records. 4) JW WEALTH MANAGEMENT, LLC; OWNER; FINANCIAL SERVICES; IR; 2; 08/01/2009; Phoenix AZ ; 5) KAPLAN LIVING TR DTD 5-3-02 POSITION: Trustee NATURE: This living trust is now Irrevocable and is for my mother who passed away 1/13/24. I am trustee responsible for gathering and distributing assets to myself and my siblings. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/13/2024 ADDRESS: 2040 W. Whispering Wind Dr., Suite 149, Phoenix AZ 85085, United States DESCRIPTION: Majority of assets are held with Avantax for which I am the Trustee/advisor. There is a lingering REIT with Morgan Stanley that Avantax could not hold. The intent is to liquidate ASAP, but may be limited to REIT liquidation restrictions. Hoping to liquidate in next 60 days.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-30

Other Names

• Kaplan