Fredrick Lee Jackson

Employer firm

Westpark Wealth Advisors, Inc. CRD 130914

$254M regulatory AUM 379 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

• 08/2006 → 11/2017
  Ims Securities, Inc.
  Houston, TX
• 11/2017 → Present
  Calton & Associates, Inc.
  Houston, TX
• 04/2019 → Present
  Westpark Wealth Advisors, Inc.
  Houston, TX

Other Businesses

No. 1) Name of Business: Tri-Vest Financial. Non-Investment related. Address: 13111 Westheimer Rd., Suite 475, Houston, TX 77077. Nature of Business: DBA Investment Manager. Position/Title/Relationship: Owner. Start Date: 08/07/2007. Hours per month: 80. Hours per month during Securities trading hours: 80. Duties/Responsibilities: This DBA is for business and expense purposes. No. 2) Name of Business: Westpark Wealth Advisors. Investment related. Address: 13111 Westheimer Rd., Suite 475, Houston, TX 77077. Nature of Business: Investment Advisor. Position/Title/Relationship: IAR. Start Date: 03/01/2020. Hours per month: 20. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Investment Advisor. No. 3) Name of Business: H&R Block. Non-investment related. Address: 6134 Westheimer Rd, Houston, TX 77057. Nature of Business: Tax Preparer. Position/Title/Relationship: Employee. Start Date: 09/15/2024. Hours per month: 60. Hours per month during Securities trading hours: 3. Duties/Responsibilities: File tax returns, ensure compliance and offer tax planning. Services include tax planning, filing, and audit support. No. 4) Aspire LLC; Non-Investment related; 4635 Sundown Ct, Missouri City, TX 77459; Multi-family asset management and investing; Partner; Start Date: 7/1/2025; Hours/month: 120; Hours/month during securities trading hours: 80; Asset Manager and Underwriter.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-12-01

Other Names

• Fred Jackson