Fredrick Lee Jackson

Westpark Wealth Advisors, INC.

26 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Westpark Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

700 clients

Average Client Portfolio

$328K average

Assets Under Management

$229.3M

Fee Structure

Location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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History

Regulatory History (1)

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Judgment / Lien

April 2024

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Other Business Activities

Fredrick owns Tri-Vest Financial, an investment management DBA, and works as an investment advisor representative (IAR) for Westpark Wealth Advisors. He also works as a tax preparer for H&R Block.

Employment History

Current Registrations

Westpark Wealth Advisors, INC.

February 2020 - Present · 6 yrs

Calton & Associates, INC.Broker

November 2017 - Present · 8 yrs 3 mos

Previous Registrations

Ims Securities, INC.Broker

August 2006 - November 2017 · 11 yrs 3 mos

Tri-Star FinancialBroker

November 1999 - August 2006 · 6 yrs 9 mos

State Registrations12 states

AZCACOFLINLANDNJOKPASCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.