Frederick William Jackson

Current Employers

Employment History

• 07/2013 → 02/2017
  The Cooperative Bank Of Cape Cod
  Hyannis, MA
• 07/2013 → 04/2017
  Infinex Investments, Inc.
  Hyannis, MA
• 05/2017 → 08/2019
  Lpl Financial, Llc
  Rockland, MA
• 05/2017 → 08/2019
  Integrated Wealth Concepts Llc
  Rockland, MA
• 09/2019 → 10/2019
  1St Global Capital Corp.
  Osterville, MA
• 09/2019 → 10/2019
  1St Global Advisors, Inc.
  Osterville, MA
• 09/2019 → 09/2025
  Avantax Insurance Services, Inc.
  Osterville, MA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Osterville, MA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Osterville, TX
• 02/2022 → Present
  Tax Preparer
  Osterville, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Osterville, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Osterville, MA
  West Chatham, MA
  Harwich, MA
• 2019-10-18 → 2019-10-25
  1St Global Advisors Inc
  Osterville, MA
• 2017-06-06 → 2019-09-11
  Integrated Wealth Concepts Llc
  Rockland, MA
• 2013-08-05 → 2017-05-16
  Osaic Institutions, Inc.
  Hyannis, MA
  Hyannis, MA
  Meriden, CT
  Harwich, MA

Other Businesses

1) SWE WEALTH MANAGEMENT LLC; POSITION: Financial Planner NATURE: Providing comprehensive financial planning as a Certified Financial Planner in an advisory capacity, with associated investment advisory and insurance support as indicated by the planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/15/2020 ADDRESS: 224 Pine Lane, Osterville MA 02655, United States; DESCRIPTION: Financial planning, investment advisory and insurance support for clients of SWE Wealth Management LLC is made available. 2) TAX PREPARER POSITION: Enrolled Agent NATURE: Preparing taxes for review by Sanders, Walsh and Eaton tax professionals to then be filed with IRS. Employment will be only from February 15th through April 15th each year. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 02/15/2022 ADDRESS: 224 Pine Lane Extension, P. O Box F, Osterville MA 02655, United States DESCRIPTION: Filing out tax forms for other SWE professionals to review and either change or approve before they file the forms with the IRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-29
• S63 Uniform Securities Agent State Law Examination
  2008-04-18

Designations

Other Names

• Rick Jackson
• Frederick Jackson