Seth Jackson

Advisor at Edward Jones

Updated today

Location

Crosby, MN 56441

Credentials

CFP®, ChFC®, Series 66

Industry experience

15 years

About

Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy General estate planning guidance

Occupation focus

Doctor or Medical Professional

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Fee options

Percentage

$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)

Other

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.

Location

101 West Main St, Suite A

Crosby, MN 56441

Most active in

Minnesota · Texas

Work history

Edward Jones

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Noah G

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Crosby, MN

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Michael R

Series 63, Series 66

Aitkin, MN

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Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
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