Miccal T Jackson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → 05/2018
  Mtj Investment Advisors, Llc
  Simi Valley, CA
• 06/2018 → 08/2018
  Unemployed
  Thousand Oaks, CA
• 08/2018 → 08/2022
  J.P. Morgan Securities Llc
  Thousand Oaks, CA
• 08/2018 → 09/2022
  Jpmorgan Chase Bank, N.A.
  Thousand Oaks, CA
• 10/2022 → Present
  Edward Jones
  Westlake Village, CA

Previous Registrations

• 2019-01-10 → 2022-10-01
  J.P. Morgan Securities Llc
  Thousand Oaks, CA
• 2014-03-20 → 2018-05-07
  Mtj Investment Advisors, Llc
  Thousand Oaks, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-08
• S65 Uniform Investment Adviser Law Examination
  2013-11-26

Other Names

• Miccal T Jackson
• Miccal Todd Jackson
• Miccal T. Jackson