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Beau Michael Jackson

Mwa Financial Services Inc.

Greenwood, IN

CRD 7313547

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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
PA RA APPROVED 2026-07-22
GA RA APPROVED 2026-07-20
KY RA APPROVED 2026-01-02
SC RA APPROVED 2026-01-02
OH RA APPROVED 2024-12-10
IN RA APPROVED 2022-04-01
  • PA RA
    APPROVED
    Since 2026-07-22
  • GA RA
    APPROVED
    Since 2026-07-20
  • KY RA
    APPROVED
    Since 2026-01-02
  • SC RA
    APPROVED
    Since 2026-01-02
  • OH RA
    APPROVED
    Since 2024-12-10
  • IN RA
    APPROVED
    Since 2022-04-01

Branch Locations

1499 Windhorst Way Suite 160, Greenwood, IN 46143 • 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 Greenwood IN 09/2020 Present
Center Grove Soccer Club, Llc Dba South Central Soccer Academy Greenwood IN 08/2019 08/2020
Altitude Fc / Mountain Rush Evergreen CO 03/2017 08/2019
Axistence Athletics, Llc Denver CO 05/2015 06/2018
Jackson Coaching & Consulting Denver CO 01/2019 11/2019
Mwa Financial Services Inc Rock Island IL 11/2020 Present
  • 09/2020 → Present
    Modern Woodmen Of America
    Greenwood, IN
  • 08/2019 → 08/2020
    Center Grove Soccer Club, Llc Dba South Central Soccer Academy
    Greenwood, IN
  • 03/2017 → 08/2019
    Altitude Fc / Mountain Rush
    Evergreen, CO
  • 05/2015 → 06/2018
    Axistence Athletics, Llc
    Denver, CO
  • 01/2019 → 11/2019
    Jackson Coaching & Consulting
    Denver, CO
  • 11/2020 → Present
    Rock Island, IL
Other Businesses

Modern Avatars LLC, non-inv. Greenwood, IN. 4/2025 Owner. 0 non-inv/0 inv.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-09
S63 Uniform Securities Agent State Law Examination 2021-03-18
  • S65 Uniform Investment Adviser Law Examination
    2021-11-09
  • S63 Uniform Securities Agent State Law Examination
    2021-03-18
Other Names
  • Beau Jackson

View on SEC IAPD

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