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Michael Frazer Jackson

Investor Advisory Group

Charlotte, NC

CRD 5678524

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Employer firm

Investor Advisory Group CRD 106837

$172M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING SERVICES

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

Current Employers
Investor Advisory Group

421 South Sharon Amity Road Suite A, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-09-22
  • NC RA
    APPROVED
    Since 2021-09-22

Branch Locations

421 South Sharon Amity Road Suite A, Charlotte, NC 28211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carolina Paymasters, Llc Charlotte NC 06/2014 07/2021
Investors Advisory Group Charlotte NC 08/2021 Present
  • 06/2014 → 07/2021
    Carolina Paymasters, Llc
    Charlotte, NC
  • 08/2021 → Present
    Investors Advisory Group
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-18
S63 Uniform Securities Agent State Law Examination 2009-11-14
  • S65 Uniform Investment Adviser Law Examination
    2021-09-18
  • S63 Uniform Securities Agent State Law Examination
    2009-11-14
Other Names
  • Mike Jackson
  • Michael Jackson

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
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