AJ

Adrian Donald Jackson

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
117 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Eaton Vance's fees and minimum initial investments can vary based on client circumstances and negotiations. Fees are generally calculated as a percentage of assets under management and billed quarterly. Wrap program participants should consult their program's brochure for fee details. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Additional reporting or consulting services may lead to higher fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

One Post Office Square, Boston, MA, 02109

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adrian is an investment committee member, advisor, and consultant on investment decisions for the Town of Lexington Trustees. This requires minimal time commitment.

Employment History
Current Registrations
Eaton Vance Management
January 2012 - Present · 14 yrs
Eaton Vance Distributors, INC.
November 2011 - Present · 14 yrs 2 mos
Eaton Vance Distributors, INC.Broker
November 2011 - Present · 14 yrs 2 mos
Previous Registrations
Franklin/templeton Distributors, INC.Broker
January 2000 - November 2011 · 11 yrs 10 mos
State Registrations3 states
CTMARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.