Jackson Sharp (CRD# 7187545) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 4 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Ridgeland, MS | Sep 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Ridgeland, MS | Sep 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Jackson, MS | Feb 2021 - Sep 2023 | 2 |
| J.p. Morgan Securities LLC | Jackson, MS | Feb 2021 - Sep 2023 | 2 |
| Unemployed | Jackson, MS | Jan 2021 - Jan 2021 | < 1 |
| Staffers Staffing Agency | Jackson, MS | Nov 2020 - Dec 2020 | < 1 |
| Unemployed | Jackson, MS | Oct 2020 - Oct 2020 | < 1 |
| Favor | Austin, TX | May 2020 - Sep 2020 | < 1 |
| Prushe Kaplan Sterling Investments | Austin, TX | Dec 2019 - May 2020 | < 1 |
| 49 Financial | Austin, TX | Jun 2019 - May 2020 | < 1 |
| Axa Advisors, LLC | Austin, TX | Oct 2019 - Nov 2019 | < 1 |
| Equitable Financial Life Insurance Co | Austin, TX | Oct 2019 - Nov 2019 | < 1 |
| Waitr | Flowood, MS | May 2019 - Oct 2019 | < 1 |
| The University Of The South | Sewanee, TN | Aug 2015 - May 2019 | 3 |
| The University Of The South | Sewanee, TN | Aug 2015 - May 2019 | 3 |
| Mercer Capital | Memphis, TN | Jun 2018 - Jul 2018 | < 1 |
| Smoothie King | Jackson, MS | Oct 2013 - Aug 2017 | 3 |
| The Office Of The Mississippi State Treasurer | Jackson, MS | Jun 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- MS
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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