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Jarrett Tate Jackson

Mwa Financial Services Inc.

Amarillo, TX

CRD 6600424

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Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

6601 I-40 West Building 3, Amarillo, TX 79106 • 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
Modern Woodmen Of America Rock Island IL 01/2016 Present
Mwa Financial Services Inc Rock Island IL 01/2016 Present
Other Businesses

1)JTJ Holdings LLC inv Amarillo TX Owner Holdings company 5/2021 8noninv 0inv Rent out remodeled homes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-26
S63 Uniform Securities Agent State Law Examination 2016-03-02
  • S66 Uniform Combined State Law Examination
    2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2016-03-02

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
DOMINION PORTFOLIO MANAGEMENT, INC.
BLUE HORIZON INVESTMENTS LLC

Nearby Investors

SCOTT ROBERT DICKERSON
JOHNNY IRVIN MOORE
Michael Steven Seymour

Nearby Offices

OSAIC WEALTH, INC. · AMARILLO, TX
DOMINION PORTFOLIO MANAGEMENT, INC. · AMARILLO, TX
BLUE HORIZON INVESTMENTS LLC · AMARILLO, TX

More in Amarillo, TX

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