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David Allen Jackson

Del Mar Wealth Management Inc

Del Mar, CA

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Current Employers
Del Mar Wealth Management Inc

1110 Camino Del Mar Suite B, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-04-27
  • CA RA
    APPROVED
    Since 2015-04-27

Branch Locations

1110 Camino Del Mar Suite B, Del Mar, CA 92014 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Jackson Wealth Management Group San Diego CA 11/2013 Present
Jackson Wealth Management Group San Diego CA 02/2015 Present
  • 11/2013 → Present
    Jackson Wealth Management Group
    San Diego, CA
  • 02/2015 → Present
    Jackson Wealth Management Group
    San Diego, CA
Previous Registrations
  • 2013-10-18 → 2016-05-12
    Concert Wealth Management
    San Diego, CA
    San Jose, CA
  • 2006-09-25 → 2013-11-16
    Hoylecohen, Llc
    San Diego, CA
  • 2004-05-04 → 2008-10-21
    Mid Atlantic Financial Management, Inc.
    San Diego, CA
  • 2003-05-20 → 2006-09-13
    Hoylecohen,Inc.
    San Diego, CA
  • 1998-02-10 → 2004-05-04
    San Diego, CA
Other Businesses

Mr. Jackson is also the Owner and Principal, of Jackson Wealth Management Group, Inc. (CRD#175022), a registered investment advisor, since 4/2005 Mr. Jackson is also an insurance agent, registered in California (Lic.#0B06371)appointed with various insurance companies, since 1/2003.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-20
S63 Uniform Securities Agent State Law Examination 1992-09-02
  • S65 Uniform Investment Adviser Law Examination
    1996-02-20
  • S63 Uniform Securities Agent State Law Examination
    1992-09-02

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