Christopher Jackson

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-27
MO	RA	APPROVED	2025-01-28

SC RA
APPROVED

Since 2025-03-27
MO RA
APPROVED

Since 2025-01-28

Branch Locations

Johns Island, SC • United States

706 N Main St, Ofallon, MO 63366 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	03/2015	04/2019
Bank Of America, N.A.	Providence	RI	05/2018	05/2019
Citizens Securities Inc.	Johnston	RI	05/2019	08/2022
Citizens Bank	Johnston	RI	05/2019	08/2020
Merrill Edge	Lincoln	RI	03/2015	05/2018
Merrill Lynch	Rpovidence	RI	05/2018	04/2019
Facet Wealth	Baltimore	MD	11/2020	07/2024
Facet Wealth	Baltimore	MD	11/2020	07/2024
N/A	Johns Island	SC	07/2024	01/2025
Core Planning, Llc	St. Louis	MO	01/2025	Present

03/2015 → 04/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
05/2018 → 05/2019

Bank Of America, N.A.

Providence, RI
05/2019 → 08/2022

Citizens Securities Inc.

Johnston, RI
05/2019 → 08/2020

Citizens Bank

Johnston, RI
03/2015 → 05/2018

Merrill Edge

Lincoln, RI
05/2018 → 04/2019

Merrill Lynch

Rpovidence, RI
11/2020 → 07/2024

Facet Wealth

Baltimore, MD
11/2020 → 07/2024

Facet Wealth

Baltimore, MD
07/2024 → 01/2025

N/A

Johns Island, SC
01/2025 → Present

Core Planning, Llc

St. Louis, MO

Previous Registrations

2020-12-10 → 2024-07-15

Facet

Cranston, RI

West Palm Beach, FL

Johns Island, SC

John's Island, SC

Johns Island, SC

Cranston, RI
2019-05-07 → 2020-08-07

Citizens Securities, Inc.

Johnston, RI

Bridgeport, CT
2018-02-12 → 2019-04-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverside, RI

Providence, RI

Other Businesses

Uprise Advisors LLC. The business provides financial planning advice but does not actively manage investments or give direct investment advice. The address provided on their ADV is 548 Market St PMB 48325 San Francisco, CA 9410. The business provides financial planning advice primarily to small business owners. I am an independent contractor for this business and work with the firms clients providing financial planning advice and guidance. I do not have an official title nor am I a full time employee. I work between 30-40 hours for the company per month and get paid as an independent contractor. I started working with them on 09/08/2025. Most of these hours are worked during the morning and afternoon. My primary duties include building plans for Uprise clients and answering messages that the clients have about their finances and financial plans.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-02-09
S63	Uniform Securities Agent State Law Examination	2015-06-18

S66 Uniform Combined State Law Examination

2018-02-09
S63 Uniform Securities Agent State Law Examination

2015-06-18

Designations

Other Names

Christopher P Jackson

View on SEC IAPD