MJ
CFP

Mark Richard Jackson

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
473 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$5,000 - $100,000

Brandywine Oak Private Wealth does not charge a separate fee for financial planning and consulting, as these services are included as part of Investment and Wealth Management fees. Investment and wealth management fees are based on the amount of assets under management. For certain clients, in lieu of a fee based on assets under management, Brandywine Oak Private Wealth will charge an annual fixed fee. These fees are negotiable, but range from $5,000 - $100,000 depending upon the scope and complexity of the services, time required to complete and the client's financial situation and objectives.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information

Office location

500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348

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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 ActivitiesSells Insurance

Mark is a registered investment advisor at Brandywine Oak Private Wealth, dedicating full-time hours to providing financial planning and investment advice. Mark is also a licensed independent insurance agent.

Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2018 - December 2024 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - July 2018 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2007 - July 2018 · 11 yrs 4 mos
Signator Investors, INC.Broker
July 2006 - March 2007 · 8 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Mark Richard Jackson - Financial Advisor | AdvisorDiscover