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

Jeffrey Lawrence Jackson

LPL Financial LLCBD affiliatedManchester, Tndual registrantIAPD 3228855

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeff Jackson

At current firm

1 y

since Jul 10, 2025

In the industry

27 y

since Aug 10, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jul 10, 2025 · Manchester, Tn
Heritage Wealth Management, LLC unclassified
Feb 20, 2020 to May 15, 2025 · Fayetteville, Tn
Heritage Wealth Management, LLC unclassified
Aug 30, 2019 to Dec 31, 2019 · Fayetteville, Tn
Next Financial Group, Inc. former
Oct 17, 2007 to Jul 10, 2025 · Woodbury, Tn
Edward Jones national BD
Aug 22, 2007 to Oct 19, 2007 · Manchester, Tn

Moves

a registration end followed by a registration begin elsewhere

Next Financial Group, Inc. to Heritage Wealth Management, LLC
left Jul 10, 2025, registered Aug 30, 2019 (-2141 days) · Other · moved with a team
Heritage Wealth Management, LLC to LPL Financial LLC
left May 15, 2025, registered Jul 10, 2025 (56 days) · Other
Edward Jones to Next Financial Group, Inc.
left Oct 19, 2007, registered Oct 17, 2007 (-2 days) · Other

Signals

Jeffrey Lawrence Jackson left Next Financial Group, Inc. for Heritage Wealth Management, Llc (registered 2019-08-30)
Jul 10, 2025 · Advisor changed firm · fact
Jeffrey Lawrence Jackson left Heritage Wealth Management, Llc for Lpl Financial Llc (registered 2025-07-10)
May 15, 2025 · Advisor changed firm · fact

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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address