DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joseph Dewey Jackson
Feed of 09/14/2026
Also filed as Joey Jackson
At current firm
4 y
since Jan 14, 2022
In the industry
33 y
since Jun 10, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Capital Investment Advisory Services, LLC BD affiliated currentsince Jan 14, 2022 · Fayetteville, Nc
- Cape Fear Securities, Inc. unclassifiedMay 6, 2013 to Dec 31, 2021 · Fayetteville, Nc
- LPL Financial LLC BD affiliatedAug 15, 2006 to May 21, 2013 · Fayetteville, Nc
- Wells Fargo Advisors wirehouseJan 21, 2005 to Aug 15, 2006 · Fayetteville, Nc
- Morgan Stanley Dw Inc. unclassifiedDec 31, 2001 to Jan 26, 2005 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Cape Fear Securities, Inc. to Capital Investment Advisory Services, LLCleft Dec 31, 2021, registered Jan 14, 2022 (14 days) · Other
- LPL Financial LLC to Cape Fear Securities, Inc.left May 21, 2013, registered May 6, 2013 (-15 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Aug 15, 2006, registered Aug 15, 2006 (0 days) · Other
- Morgan Stanley Dw Inc. to Wells Fargo Advisorsleft Jan 26, 2005, registered Jan 21, 2005 (-5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address