Benjamin Jackson (CRD# 7576246) is an Investment Advisor Representative working at Prudential Financial Planning Services in Huntersville, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities LLC | Charlotte, NC | Apr 2023 - Current | 1 |
| Unemployed | Charlotte, NC | Jan 2023 - Mar 2023 | < 1 |
| Wells Fargo Clearing Services | Charolette, NC | Jun 2022 - Dec 2022 | < 1 |
| Elon University | Elon, NC | Sep 2021 - May 2022 | < 1 |
| The Pinnacle Group Investment Servicies | Virginia Beach, VA | Jun 2021 - Aug 2021 | < 1 |
| Elon University | Elon, NC | Sep 2020 - May 2021 | < 1 |
| Paradigm | Virginia Beach, VA | Jun 2020 - Aug 2020 | < 1 |
| Elon University | Elon, NC | Sep 2018 - May 2020 | 1 |
| Cape Henry Collegiate | Virginia Beach, VA | Sep 2017 - Aug 2018 | < 1 |
| Your Pie | Virginia Beach, VA | Jun 2017 - Aug 2017 | < 1 |
| Cape Henry Collegiate | Virginia Beach, VA | Sep 2015 - May 2017 | 1 |
| Paradigm | Virginia Beach, VA | Jun 2015 - Sep 2015 | < 1 |
| Cape Henry Collegiate | Virginia Beach, VA | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NC
- SC
- VA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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