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Joseph S. Jackson

Indigo Private Wealth

Los Angeles, CA

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Current Employers
Indigo Private Wealth

Los Angeles, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-27
  • CA RA
    APPROVED
    Since 2026-04-27

Branch Locations

Los Angeles, CA • 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
Fidelity Investments Covington KY 08/2010 02/2026
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2026
Fidelity Investments Boston MA 03/2025 02/2026
Indigo Private Wealth Los Angeles CA 03/2026 Present
  • 08/2010 → 02/2026
    Fidelity Investments
    Covington, KY
  • 07/2018 → 02/2026
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 02/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Indigo Private Wealth
    Los Angeles, CA
Previous Registrations
  • 2025-03-31 → 2026-03-16
    Strategic Advisers Llc
    Los Angeles, CA
    Santa Monica, CA
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Santa Monica, CA
    Los Angeles, CA
  • 2011-01-12 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Santa Monica, CA
Other Businesses

OBA-9806|OrgNmn:Joseph Jackson|Org Addr:Los Angele,California,US|OBA Nature:Real estate|Invst Rel:Y|Title:Owner|Duties:Buying/selling, renting, marketing, managing, improving properties in my portfolio.|StrtDt:07-02-07|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-11
S63 Uniform Securities Agent State Law Examination 2010-11-08
  • S66 Uniform Combined State Law Examination
    2011-01-11
  • S63 Uniform Securities Agent State Law Examination
    2010-11-08
Designations
Other Names
  • Joseph S Jackson
  • Joseph Stephen Jackson

View on SEC IAPD

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