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.
Staci Lynne Jackson
- Title
- Managing Partner, Wealth Advisorreportedsaswealthadvisors.comfirm site, Sep 16, 2026
- Business email
- staci.jackson@lpl.comreportedsaswealthadvisors.comfirm site, Sep 16, 2026
- Direct business phone
- 901-505-0121reportedsaswealthadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Strategic Advisory Services independent RIA currentsince Aug 3, 2022 · Memphis, Tn
- Wealthcare Advisory Partners LLC BD affiliatedJun 20, 2019 to Aug 2, 2022 · West Chester, Pa
- Independent Financial Partners BD affiliatedOct 21, 2015 to May 2, 2019 · Memphis, Tn
- Raymond James & Associates, Inc. national BDFeb 13, 2013 to Dec 5, 2013 · Memphis, Tn
- Morgan Keegan & Company, LLC formerFeb 13, 2007 to Feb 13, 2013 · Memphis, Tn
- Amsouth Investment Management Company LLC unclassifiedApr 5, 2006 to Feb 13, 2007 · Memphis, Tn
- Wealthcare Advisory Partners LLC to Strategic Advisory Servicesleft Aug 2, 2022, registered Aug 3, 2022 (1 days) · RIA to RIA
- Independent Financial Partners to Wealthcare Advisory Partners LLCleft May 2, 2019, registered Jun 20, 2019 (49 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Raymond James & Associates, Inc. to Independent Financial Partnersleft Dec 5, 2013, registered Oct 21, 2015 (685 days) · Other
- Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
- Amsouth Investment Management Company LLC to Morgan Keegan & Company, LLCleft Feb 13, 2007, registered Feb 13, 2007 (0 days) · corporate re-registration, not a move
- Staci Lynne Jackson left Wealthcare Advisory Partners Llc for Strategic Advisory Services (registered 2022-08-03)Aug 2, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address