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Inactive

David Jackson

Domain Money Advisors, LLC

Carmel, IN

New York, NY

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Current Employers
Domain Money Advisors, Llc

594 Broadway Suite 502, New York, NY 10012 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-14
TX RA APPROVED 2025-11-17
IN RA APPROVED 2025-09-04
  • CA RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2025-11-17
  • IN RA
    APPROVED
    Since 2025-09-04

Branch Locations

Carmel, IN • United States

594 Broadway Suite 502, New York, NY 10012 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Indianapolis IN 07/2016 05/2023
Royal United Mortgage Indianapolis IN 03/2016 05/2016
Stafforward Indianapolis IN 05/2016 06/2016
Unemployed Carmel IN 06/2016 07/2016
Fidelity Investments Carmel IN 05/2023 09/2025
Domain Money Advisor Llc New York NY 09/2025 Present
  • 07/2016 → 05/2023
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 03/2016 → 05/2016
    Royal United Mortgage
    Indianapolis, IN
  • 05/2016 → 06/2016
    Stafforward
    Indianapolis, IN
  • 06/2016 → 07/2016
    Unemployed
    Carmel, IN
  • 05/2023 → 09/2025
    Fidelity Investments
    Carmel, IN
  • 09/2025 → Present
    Domain Money Advisor Llc
    New York, NY
Previous Registrations
  • 2025-03-31 → 2025-10-09
    Strategic Advisers Llc
    Carmel, IN
    Carmel, IN
    Boston, MA
  • 2023-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Carmel, IN
  • 2016-09-02 → 2023-05-19
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-08
  • S66 Uniform Combined State Law Examination
    2015-10-08
Designations
Other Names
  • Dave Jackson
  • David Allan Jackson
  • David Jackson

View on SEC IAPD

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