Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Advisor Information
Office location
843 Fairview Avenue, Suite B2, Bowling Green, KY, 42101
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jackson is involved in accounting, tax preparation, insurance investments, and real estate through several entities including Denali Real Estate Group LLC, JSMB Investments LLC, Sowell Real Estate, LLC, and JEHT LLC. He dedicates minimal time to these activities outside of trading hours.