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Eric J Jackson

Cps Investment Advisors

Lakeland, FL

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Current Employers
Cps Investment Advisors

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-17
  • FL RA
    APPROVED
    Since 2021-05-17

Branch Locations

205 East Orange Street #310, Lakeland, FL 33801-4611 • 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
Morgan Stanley Tampa FL 01/2013 05/2019
Morgan Stanley Private Bank, National Association New York NY 12/2017 05/2019
Allen & Co Lakeland FL 06/2019 03/2021
Lpl Financial, Llc Lakeland FL 08/2019 03/2021
Cps Investment Advisors Lakeland FL 03/2021 Present
  • 01/2013 → 05/2019
    Morgan Stanley
    Tampa, FL
  • 12/2017 → 05/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2019 → 03/2021
    Allen & Co
    Lakeland, FL
  • 08/2019 → 03/2021
    Lpl Financial, Llc
    Lakeland, FL
  • 03/2021 → Present
    Cps Investment Advisors
    Lakeland, FL
Previous Registrations
  • 2019-11-27 → 2021-07-20
    Allen & Company Of Florida, Llc
    Lakeland, FL
  • 2019-06-17 → 2019-11-22
    Allen & Company Of Florida, Llc
    Lakeland, FL
  • 2017-01-10 → 2019-05-21
    Morgan Stanley
    Tampa, FL
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-09
  • S66 Uniform Combined State Law Examination
    2017-01-09
Other Names
  • Eric J Jackson
  • Eric Jackson

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.
WISDOM PLANNING GROUP
HPS SOLUTIONS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT
SOURI S. VONGVIRAT
Roland Jason Martinez
Katrina Anne Hirdes
Nicholas Brinkman
ANGEL FERNANDO LOPEZ

Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

More in Lakeland, FL

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