Charlotte, NC Office
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Investor Advisory Group
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Firm-wide stats for Investor Advisory Group
About
Investor Advisory Group provides portfolio management, limited financial planning, retirement plan advisory, fiduciary consulting and general consulting to individuals, pension and profit-sharing plans, trusts and estates. As of December 31, 2025, the firm reported approximately $172 million in assets under management for about 183 clients and typically sets a $250,000 minimum for conventional advisory services, which may be waived in certain circumstances.
IAG develops a Financial Profile and an Investment Plan with each client and implements recommendations on a primarily non-discretionary basis, requiring client approval for trades unless a pre‑approved plan is in place. The firm’s investment implementation focuses on mutual funds, ETFs and fixed income, uses a purchased proprietary database for analysis, and notes that non‑discretionary arrangements can delay trade execution and limit participation in block trades.
Notably, the firm’s disclosure indicates nearly all managed assets are handled non‑discretionarily — a practice that is uncommon among comparable team firms — and the firm also discloses use of client testimonials in its advertising. IAG additionally provides ERISA‑oriented retirement plan services including investment selection and monitoring, and recommends Schwab as custodian while receiving institutional support services that the brochure identifies as potential sources of conflicts of interest.
Based on Investor Advisory Group
Location
421 South Sharon Amity Road, Suite A
Charlotte NC 28211
Advisors at this office
3
Advisors at this office
Robert J
Series 63, Series 65
Charlotte, NC
Investor Advisory Group
Robert Jones is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Investor Advisory Group since 2015. Outside of his advisory work, he performs as a compensated singer in the Myers Park Presbyterian Church choir. Investor Advisory Group provides portfolio management, retirement plan advisory, fiduciary consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm primarily manages assets on a non-discretionary basis, focusing on mutual funds, ETFs, and fixed income investments.
Michael J
Series 63, Series 65
Charlotte, NC
Investor Advisory Group
Michael Jackson is a financial advisor with Investor Advisory Group in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Investor Advisory Group, he worked at Carolina Paymasters, LLC for seven years. Investor Advisory Group provides portfolio management, limited financial planning, retirement plan advisory, fiduciary consulting, and general consulting services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $172 million in assets and primarily uses a non-discretionary investment approach focused on mutual funds, ETFs, and fixed income.
Edward J
Series 65
Charlotte, NC
Investor Advisory Group
Edward Jackson is a Series 65-licensed advisor with Investor Advisory Group in Charlotte, NC, where he has worked since 2011. He has 14 years of experience in financial advising and concurrently manages The Jackson Law Firm, PLLC, providing legal services in business and estate planning. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates, offering portfolio management, limited financial planning, and retirement plan advisory services with a focus on client-directed, non-discretionary investment implementation.
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