AJ
AJ

Arthur Leslie Jackson

33 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$588K average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St. Louis, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Arthur is a business consultant for AJL Business Services LLC, which is a non-investment related and currently inactive business. This activity is not conducted during trading hours.

Employment History
Current Registrations
Moloney Securities Asset Management LLC
February 2016 - Present · 10 yrs
Moloney Securities CO., INC.
May 2002 - Present · 23 yrs 9 mos
Moloney Securities CO., INC.Broker
May 2002 - Present · 23 yrs 9 mos
Previous Registrations
Moloney Investment Advisory LLC
March 2016 - December 2016 · 9 mos
Moloney Securities CO., INC.
October 2008 - April 2016 · 7 yrs 6 mos
Lifemark Securities CORP.Broker
March 1999 - May 2002 · 3 yrs 2 mos
Allmerica Investments, INC.Broker
September 1992 - March 1999 · 6 yrs 6 mos
State Registrations4 states
CAFLILMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.