Jackson Tate Everson

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2026 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  North Charleston, SC
• 08/2024 → 05/2025
  Uncw
  Wilmington, NC
• 04/2021 → 08/2021
  Country Club Of Salisbury
  Salisbury, NC
• 04/2022 → 08/2022
  Country Club Of Salisbury
  Salisbury, NC
• 09/2004 → 03/2021
  Unemployed
  Salisbury , NC
• 09/2021 → 03/2022
  Unemployed
  Salisbury, NC
• 06/2025 → 06/2026
  Unemployed
  Salisbury, NC
• 09/2022 → 07/2024
  Unemployed
  Salisbury, NC

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-27