Jackson Dodd Lewis

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2026 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  North Charleston, SC
• 08/2022 → 05/2026
  University Of South Carolina
  Columbia , SC
• 05/2025 → 08/2025
  Global Trans Services Incorporated
  Dunwoody, GA
• 05/2024 → 07/2024
  Islander 71
  Isle Of Palms , SC
• 05/2023 → 07/2023
  Islander 71
  Isle Of Palms, SC
• 01/2019 → 05/2022
  Saint Francis High School
  Alpharetta, GA
• 08/2015 → 05/2018
  Saint Francis Middle School
  Marietta, GA
• 08/2018 → 12/2018
  Fellowship Christian School
  Roswell , GA

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-18