Staci Lynne Jackson

Employer firm

Strategic Advisory Services CRD 287984

$201M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• DERIVATIVES INVOLVING COVERED CALL OPTION STRATEGIES

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

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

Current Employers

Employment History

• 11/2013 → Present
  Lpl Financial Llc
  Memphis, TN
• 12/2013 → 06/2019
  Paragon National Bank
  Memphis, TN
• 10/2015 → 06/2019
  Independent Financial Partners
  Memphis, TN
• 06/2019 → 08/2022
  Wealthcare Advisory Partners, Llc D/B/A Paragon Wealth Solutions
  Memphis, TN
• 08/2022 → Present
  Strategic Advisory Services, Llc
  Memphis, TN

Previous Registrations

• 2019-06-20 → 2022-08-02
  Wealthcare Advisory Partners Llc
  Memphis, TN
  West Chester, PA
• 2015-10-21 → 2019-05-02
  Independent Financial Partners
  Memphis, TN
• 2013-02-13 → 2013-12-05
  Raymond James & Associates, Inc.
  Memphis, TN
• 2007-02-13 → 2013-02-13
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN
• 2006-04-05 → 2007-02-13
  Amsouth Investment Management Company Llc
  Memphis, TN

Other Businesses

1. 08/30/2022 - Strategic Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 08/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 08/27/2024 - Strategic Wealth Managment - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/30/2022 - 160 Hours Per Month/ During Trading 3. 07/13/2026 - Elephas Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Collierville, TN - Start Date 07/06/2026 - 50 hours per month/ 40 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2005-12-12
• S63 Uniform Securities Agent State Law Examination
  1999-03-19

Other Names

• Staci Lynne Stackhouse
• Staci Lynne Jackson