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
Paul Brian Jackson
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as P J Jackson
At current firm
15 y
since Jul 26, 2011
In the industry
30 y
since Dec 21, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Lifestyle Asset Management, Inc. independent RIA currentsince Jul 26, 2011 · Friendswood, Tx
- Sowell Management independent RIAMay 4, 2009 to Aug 19, 2011 · North Little Rock, Ar
- First Allied Advisory Services, Inc. formerJan 3, 2007 to Jul 31, 2007 · Chesterfield, Mo
- Shieldadvisors Corp. unclassifiedMar 14, 2006 to May 20, 2009 · Houston, Tx
- Ffp Advisory Services Inc unclassifiedDec 1, 2003 to Jan 3, 2007 · Houton, Tx
- Aegis Asset Management Inc unclassifiedOct 12, 1998 to Jan 2, 2004 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Sowell Management to Lifestyle Asset Management, Inc.left Aug 19, 2011, registered Jul 26, 2011 (-24 days) · Other
- Shieldadvisors Corp. to First Allied Advisory Services, Inc.left May 20, 2009, registered Jan 3, 2007 (-868 days) · Other
- First Allied Advisory Services, Inc. to Sowell Managementleft Jul 31, 2007, registered May 4, 2009 (643 days) · Other
- Ffp Advisory Services Inc to Shieldadvisors Corp.left Jan 3, 2007, registered Mar 14, 2006 (-295 days) · Other
- Aegis Asset Management Inc to Ffp Advisory Services Incleft Jan 2, 2004, registered Dec 1, 2003 (-32 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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address