Cathy Ann Jackson

Current Employers

Employment History

• 04/2010 → 09/2024
  Next Financial Group Inc
  East Fallowfied, PA
• 09/2024 → 09/2025
  Avantax Investment Services, Inc.
  East Fallowfield, PA
• 09/2024 → 09/2025
  Avantax Advisory Services
  East Fallowfield, PA
• 09/2024 → 09/2025
  Avantax Insurance Agency, Llc
  East Fallowfield, PA
• 08/2006 → Present
  Beacon Financial Group, Llc
  East Fallowfield, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  East Fallowfield, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-03 → 2025-09-05
  Avantax Advisory Services
  East Fallowfield, PA
• 2010-04-07 → 2024-09-06
  Next Financial Group, Inc.
  East Fallowfied, PA
  Houston, TX
  West Chester, PA
• 2009-02-03 → 2010-02-24
  Cuso Financial Services, L.P.
  Downington, PA
• 2008-10-27 → 2009-02-03
  Woodbury Financial Services, Inc.
  E Fallowfield, PA
  Wexford, PA
  East Fallowfield, PA

Other Businesses

1) BEACON OF KNOWLEDGE MINISTRY INC. POSITION: Member NATURE: charity/non-profit organizationoffer workshops teaching financial education based on ScriptureUse Crown Financial Ministry educational materials INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/19/2008 ADDRESS: 198 Horseshoe Lane, Coatesville PA 19320, United States DESCRIPTION: board member, volunteer at workshops including room set up, facilitator and prayer coordinator 2) BEACON FINANCIAL GROUP LLC POSITION: Member NATURE: Financial Service EntityProviding investments to individual clients & small businessesLife insurance salesIndividual tax return preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/25/2006 ADDRESS: 198 Horseshoe Lane, Coatesville PA 19320, United States DESCRIPTION: Owner of the company, Investment Advisor Representativemeeting with clientsbusiness marketingCommunication 3) LIFE TRANSFORMING MINISTRIES POSITION: Board of Directors NATURE: LTM's mission is to demonstrate the unity of Christians thru a network of local church & community partners who help people transform their lives - serving the greater Coatesville community and Chester County area. Programs include: Harcum College, New Mornings (re-entry program), One Church Equipping and VITA (Volunteer Income Tax Assistance). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2025 ADDRESS: 643-645 East Lincoln Highway, Coatesville PA 19320, United States DESCRIPTION: Board Member - LTM is managed by the BOD who determine general policies of LTM. BOD selects the Executive Director who carries out the policies and procedures.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-02
• S63 Uniform Securities Agent State Law Examination
  2000-10-23

Other Names

• Cathy Schilling