Theresa Gregory Jackson

Current Employers

Employment History

• 04/1995 → Present
  Nationwide Insurance Company
  Columbus, OH
• 09/2009 → Present
  Lpl Financial, Llc
  Tallahassee, FL
• 12/2010 → 10/2018
  Independent Financial Partners
  Tallahassee, FL
• 10/2018 → Present
  Independent Advisor Alliance, Llc
  Tallahassee, FL

Previous Registrations

• 2010-10-13 → 2018-12-27
  Independent Financial Partners
  Tallahassee, FL
  Tallahassee, FL
• 2003-10-17 → 2009-09-22
  Mutual Service Corporation
  Boston, MA
  Tallahassee, FL
• 2002-08-13 → 2003-10-21
  Walnut Street Advisers Inc
  Tallahassee, FL
• 2002-06-21 → 2002-08-09
  Spc
  Tallahassee, FL

Other Businesses

1. 8/13/2010: JACKSON FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - NON-VARIABLE LIFE, HEALTH, FIXED ANNUITY. - TIME SPENT 1%. 2. 11/8/2018 - Independent Advisor Alliance - DBA: (Hybrid) Jackson Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 11/8/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/08/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/1/2019 - Six Pillars Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/04/2019 - 40 Hours Per Month During Securities Trading. 5. 8/6/2019 - Independent Advisor Alliance - DBA: (Hybrid) Six Pillars Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2019 - 50 Hours Per Month During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 05/04/2023 - JFG Property Management - Investment Related - Tallahassee, Fl -Real Estate Rental - Start Date 12/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading 7. 05/01/2023 - JFG Property Management DBA Meet Me in Midtown - Investment Related - Tallahassee, Fl -Real Estate Rental - Start Date 04/01/2023 - 10 Hours Per Month/10 Hours During Securities Trading 8. 12/06/2024 - TAVA Properties - Real Estate Rental - Investment Related - Troy, AL - Start Date 01/01/2024 - 5 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-16
• S63 Uniform Securities Agent State Law Examination
  1997-09-16

Designations

Other Names

• Terri Jackson