Luke Jackson

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2020 → 08/2022
  Amazon
  Romulus, MI
• 06/2020 → 09/2020
  The Lunch Box
  Leesburg, VA
• 08/2022 → Present
  Amj Financial Wealth Management, Llc
  Leesburg, VA
• 08/2018 → 05/2022
  Virginia Tech
  Blacksburg, VA
• 05/2013 → 08/2018
  Unemployed Minor
  Lorton, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-23

Designations

• Chartered Financial Analyst

Other Names

• Luke S Jackson
• Luke Selden Jackson