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RIA / WealthAdvisorCertified Financial Planner11 years in industry

KEVIN JACKSON

Advisor at MARINER

Fort Worth, TX | Plano, TX

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Search this name across graphsid dfx:ria:d6599684-db39-ea41-a147-5102e2da5617

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 9, 2020 to Sep 14, 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: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 29, 2017
First registration: Jun 9, 2020
Dual registered: no
Other names: KEVIN ALLEN JACKSON
IAPD individual key: 6993496

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
Mariner	Bd affiliated wealth	Mar 20, 2024	n/a	yes	Fort Worth, TX\|Plano, TX	Current employment
FISHER INVESTMENTS	Independent wealth	Nov 18, 2022	Mar 7, 2024	no	PLANO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 9, 2020	Nov 12, 2022	no	San Antonio, TX\|San Antonio, TX\|Plano, TX\|Plano, TX\|Plano, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 9, 2020	Nov 30, 2020	no	Fort Worth, TX\|Westlake, TX	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
FISHER INVESTMENTS	Mariner	Mar 7, 2024	Mar 20, 2024	13	Firm change	RIA to ibd
J.P. MORGAN SECURITIES LLC	FISHER INVESTMENTS	Nov 12, 2022	Nov 18, 2022	6	Firm change	Wirehouse to RIA
CHARLES SCHWAB & CO., INC.	J.P. MORGAN SECURITIES LLC	Nov 30, 2020	Dec 9, 2020	9	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Mar 20, 2024 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Nov 18, 2022 to Mar 7, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 9, 2020 to Nov 12, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 9, 2020 to Nov 30, 2020factForm ADV

Dated events

Occurred
Mar 7, 2024
Advisor changed firm
Kevin Jackson left Fisher Investments for Mariner (registered 2024-03-20)
Form ADVobserved 4 days ago
Occurred
Nov 12, 2022
Advisor changed firm
Kevin Jackson left J.P. Morgan Securities Llc for Fisher Investments (registered 2022-11-18)
Form ADVobserved 4 days ago