Melody Ann Jackson

Employer firm

Jackson Financial Services LLC CRD 153927

$909.3K regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 04/2010 → Present
  Jackson Financial Services Llc
  Dallas, TX
• 05/2010 → Present
  Unum
  Dallas, TX

Previous Registrations

• 2008-08-26 → 2008-11-04
  Allworth Financial, L.P.
  Dallas, TX

Other Businesses

UNUM, NON-INVESTMENT RELATED, DALLAS TX, INSURANCE COMPANY. BENEFIT COUNSELOR, 5/31/2010, APPROXIMATELY 8 HRS PER MONTH, WITH 7 HRS PER MONTH DURING TRADING HOURS. GROUP AND ONE-ON-ONE FINANCIAL COUNSELING PROVIDED TO EMPLOYEES OF UNUM CLIENTS REGARDING AVAILABILITY OF EMPLOYEE BENEFITS THROUGH THEIR EMPLOYER. JACKSON FINANCIAL SERVICES LLC, NON INVESTMENT-RELATED, DALLAS, TX. CPA STARTING 4/26/2010 AND LIFE AND HEALTH INSURANCE AGENT STARTING 6/19/2017, 35-40 HOURS PER MONTH, WITH 20-25 HOURS PER MONTH DURING TRADING HOURS. INDIVIDUAL AND BUSINESS TAX COMPLIANCE AND SALE OF INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-13
• S65 Uniform Investment Adviser Law Examination
  1999-12-28

Designations

• Certified Financial Planner