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Inactive

Kevin Jackson

Mariner

Plano, TX

Fort Worth, TX

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-20
  • TX RA
    APPROVED
    Since 2024-03-20

Branch Locations

7500 Dallas Parkway Suite 250, Plano, TX 75024 • United States

9800 Hillwood Pkwy Suite 140, Fort Worth, TX 76177 • 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. Westlake TX 07/2018 11/2020
Cabelas Fort Worth TX 08/2015 07/2018
Jpmorgan Chase Bank, N.A. Plano TX 11/2020 11/2022
J.P. Morgan Securities Llc Plano TX 11/2020 11/2022
Charles Schwab & Co Westlake TX 07/2018 11/2020
University Of North Texas Denton TX 08/2016 08/2019
Fisher Investments Plano TX 11/2022 03/2024
Mariner Wealth Advisors Overland Park KS 03/2024 Present
  • 07/2018 → 11/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2015 → 07/2018
    Cabelas
    Fort Worth, TX
  • 11/2020 → 11/2022
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 11/2020 → 11/2022
    J.P. Morgan Securities Llc
    Plano, TX
  • 07/2018 → 11/2020
    Charles Schwab & Co
    Westlake, TX
  • 08/2016 → 08/2019
    University Of North Texas
    Denton, TX
  • 11/2022 → 03/2024
    Fisher Investments
    Plano, TX
  • 03/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-09
S63 Uniform Securities Agent State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2020-06-09
  • S63 Uniform Securities Agent State Law Examination
    2017-12-29
Designations
Other Names
  • Kevin Allen Jackson

View on SEC IAPD

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VANGUARD ADVISERS, INC. · PLANO, TX
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