Matthew Jackson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2014 → 01/2023
  Suntrust Investment Services,Inc
  Atlanta, GA
• 08/2016 → 01/2023
  Suntrust Advisory Services
  Atlanta, GA
• 01/2023 → Present
  Lpl Financial Llc
  St Augustine, FL

Previous Registrations

• 2016-08-24 → 2023-01-18
  Truist Advisory Services, Inc.
  Palm Coast, FL
  Palm Coast, FL
  Jacksonville, FL
  Jackson Ville, FL
  Jacksonville, FL
  St. Augustine, FL
• 2014-03-25 → 2016-12-31
  Truist Investment Services, Inc.
  Holly Hill, FL
  Ormond Beach, FL
  Jacksonville, FL
  Ormond Beach, FL
  Jacksonville, FL
  Palm Coast, FL
  Palm Coast, FL
  Saint Augustine, FL
  Jacksonville, FL
  Tallahassee, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Saint Augustine, FL
  Jacksonville, FL
  Saint Augustine, FL
• 2012-04-13 → 2014-03-21
  Fifth Third Securities, Inc.
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Deland, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Fleming Island, FL
  Jacksonville, FL
  Orange Park, FL
  Port Orange, FL
  Deltona, FL
  Deltona, FL
  Sanford, FL
  Longwood, FL
  Lake Mary, FL
  Lake Mary, FL

Other Businesses

1) 08/17/2023 - AllenJackson LLC - Investment Related - At Reportable Business Location - Real Estate Rental - Start Date 08/15/2023 - 5 Hours Per Month 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-04-11
• S63 Uniform Securities Agent State Law Examination
  2010-10-07

Other Names

• Matt D. Jackson
• Matthew D Jackson
• Matthew David Jackson