Deborah Jackson (CRD# 6819272) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wellsville, NY and has over 6 years of experience in the finance industry. Deborah Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5154457
Lpl Financial LLC
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2506598
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2020 - Current | 3 |
| Fox Financial | Olean, NY | Oct 2010 - Current | 13 |
| Fox Holdings Inc Dba H&r Block | Olean, NY | Dec 1988 - Current | 35 |
| Avantax Insurance Agency LLC | Olean, NY | Jun 2018 - Oct 2020 | 2 |
| Avantax Advisory Services | Olean, NY | Jun 2017 - Oct 2020 | 3 |
| Avantax Investment Services, Inc. | Olean, NY | Jun 2017 - Oct 2020 | 3 |
| Chg Insurance Agency, Inc. | Wellsville, NY | Dec 2000 - Jan 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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