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Marvin Witt Jackson

Abacus Wealth Factors, LLC

Savannah, GA

CRD 6332987

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Employer firm

Abacus Wealth Factors, LLC CRD 285839

$2.89M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Abacus Wealth Factors, Llc

318 Paradise Dr., Savannah, GA 31406-5738 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-01-30
  • GA RA
    APPROVED
    Since 2017-01-30

Branch Locations

318 Paradise Dr., Savannah, GA 31406-5738 • 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
Alpha Financial Management Savannah GA 10/2013 Present
  • 10/2013 → Present
    Alpha Financial Management
    Savannah, GA
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE

Nearby Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA

More in Savannah, GA

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