David Reese Jackson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2015 → 08/2026
  Edward Jones
  St. Louis, MO
• 08/2026 → Present
  Lpl Financial Llc
  Weatherford, OK

Previous Registrations

• 2016-04-01 → 2026-08-04
  Edward Jones
  Oklahoma City, OK
  St Louis, MO
  Weatherford, OK

Other Businesses

1. 07/2026 - Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Weatherford OK 73096 – OBA Start Date: 8/3/2026 2. 07/2026 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Weatherford OK 73096 – OBA Start Date: 8/3/2026 3. 07/2026 - Black Mesa Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/3/2026

Exams

• S66 Uniform Combined State Law Examination
  2016-02-08