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.
Eric J Jackson
- Title
- Financial Advisorreportedcpsinvest.comfirm site, Sep 15, 2026
- Business email
- eric@cpsinvest.comreportedcpsinvest.comfirm site, Sep 15, 2026
- Professional profile
- cpsinvest.com/team-members/eric-j-jacksonreportedcpsinvest.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.
- Cps Investment Advisors independent RIA currentsince May 17, 2021 · Lakeland, Fl
- Allen & Company Of Florida, LLC formerNov 27, 2019 to Jul 20, 2021 · Lakeland, Fl
- Allen & Company Of Florida, LLC formerJun 17, 2019 to Nov 22, 2019 · Lakeland, Fl
- Morgan Stanley wirehouseJan 10, 2017 to May 21, 2019 · Tampa, Fl
- Allen & Company Of Florida, LLC to Cps Investment Advisorsleft Jul 20, 2021, registered May 17, 2021 (-64 days) · RIA to RIA
- Morgan Stanley to Allen & Company Of Florida, LLCleft May 21, 2019, registered Jun 17, 2019 (27 days) · Wirehouse to independent RIA
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address