Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Lebanon, VA 24266
Edward Jones
Institution
Michael Jackson is a financial advisor with Edward Jones in Lebanon, VA. He holds a Series 66 designation and has over 11 years of industry experience, including 11 years at The First Bank & Trust Company prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Lebanon, VA
88 Pioneer Drive
Lebanon VA 24266
Advisors at this office
1
Virginia
< 1 year of industry experience
Edward Jones
2026 - Present • 1 year
St Louis, MO
The First Bank & Trust Company
2015 - 2026 • 11 years
Lebanon, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Lebanon, VA
Concurrent Investment Advisors, LLC
Jack Cooper is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Lindamood Financial Group. Prior to his career in finance, Jack worked part-time while completing his studies. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and offers comprehensive wealth management, financial planning, and retirement plan services.
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
David Coleman Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include seven years at Edward Jones and involvement with Lindamood Financial Group and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investments, supported by affiliated sub-advisory arrangements and multiple custodial platforms.
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
Jordan Tickle is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of his financial career, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm’s investment approach focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.
Series 66
151 E Main St., VA
Concurrent Investment Advisors, LLC
Roger Mullins is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has held positions at firms including Purshe Kaplan Sterling Investments, Lindamood Financial Group, and Raymond James Financial Services. Outside of his advisory role, Mullins is an independent insurance agent and serves as president of JP Developments, LLC, a property management business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, long-term portfolios typically utilizing ETFs, mutual funds, and other investment vehicles.
Series 66
Castlewood, VA
Empower Advisory Group
Matthew Branham is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James Financial. Outside of advising, he is involved in property ownership through Lindamood Property Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services through a network of advisors.
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