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RIA / WealthAdvisorCertified Financial Planner14 years in industry

MATHEW JACKSON

Advisor at FACET

WEST PALM BEACH, FL | South Jordan, UT

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Search this name across graphsid dfx:ria:d002172f-95ff-25bd-b723-be1a726b3018

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 27, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FACET
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 11, 2012
First registration: Sep 27, 2013
Dual registered: no
Other names: MATT ROBERT JACKSON|MATHEW ROBERT JACKSON|MATHEW JACKSON
IAPD individual key: 6031865

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Facet	Independent wealth	May 27, 2026	n/a	yes	South Jordan, UT\|WEST PALM BEACH, FL	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 23, 2026	no	SOUTH JORDAN, UT\|SALT LAKE CITY, UT\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 26, 2022	Mar 31, 2025	no	SALT LAKE CITY,, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Aug 3, 2017	Mar 22, 2022	no	Sandy, UT\|ARLINGTON, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 27, 2013	Jul 28, 2017	no	AMERICAN FORK, UT\|SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	Facet	Apr 23, 2026	May 27, 2026	34	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 22, 2022	Apr 26, 2022	35	Firm change	RIA to ibd
STRATEGIC ADVISERS LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Jul 28, 2017	Aug 3, 2017	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42159:288590:VA:2022-03-09	Mar 22, 2022	Apr 26, 2022	ARLINGTON, VA	Firm change

Relationships

Registered with (4)

→ FACETRegistered adviserregistration: current employment
May 27, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 23, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 26, 2022 to Mar 31, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 3, 2017 to Mar 22, 2022factForm ADV

Dated events

Occurred
Apr 23, 2026
Advisor changed firm
Mathew Jackson left Strategic Advisers Llc for Facet (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Mathew Jackson left E*Trade Capital Management, Llc for Fidelity Personal And Workplace Advisors (registered 2022-04-26)
Form ADVobserved 6 days ago