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.
Scott Mitchell Jackson
- Title
- Head of Wealth Management and Portfolio Managerreporteddoliveradvisors.comfirm site, Sep 15, 2026
- Designations
- MBAreporteddoliveradvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reporteddoliveradvisors.com“Scott is Head of Wealth Management and a Portfolio Manager at Doliver with over 20 years of experience in the securities market.”
- Business email
- sjackson@doliveradvisors.comreporteddoliveradvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 713-917-0022reporteddoliveradvisors.comfirm site, Sep 15, 2026
- Professional profile
- doliveradvisors.com/team/scott-jacksonreporteddoliveradvisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/scott-jackson-34012314reporteddoliveradvisors.comfirm site, Sep 15, 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.
- Doliver Advisors, L.P. independent RIA currentsince Jun 2, 2017 · Houston, Tx
- Legacy Asset Management, Inc. formerDec 28, 2015 to Dec 31, 2016 · Houston, Tx
- Legacy Asset Management, Inc. formerDec 28, 2015 to Jun 5, 2017 · Houston, Tx
- Andrews Capital Management Corporation unclassifiedNov 14, 2008 to Sep 6, 2012 · Houston, Tx
- Legacy Asset Management, Inc. to Doliver Advisors, L.P.left Jun 5, 2017, registered Jun 2, 2017 (-3 days) · Other
- Andrews Capital Management Corporation to Legacy Asset Management, Inc.left Sep 6, 2012, registered Dec 28, 2015 (1208 days) · Other
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address