Corey Lee Jackson

CFP

Manning & Napier Advisors, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Manning & Napier Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

47 advisors

Number of Clients

3,469 clients

Average Client Portfolio

$5.3M average

Assets Under Management

$18.4B

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,500

Location

290 Woodcliff Drive, Fairport, NY, 14450

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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.

Other Business Activities

Corey is an employee of Manning & Napier Advisors, LLC, an affiliated registered investment advisor.

Employment History

Current Registrations

Manning & Napier Advisors, LLC

March 2014 - Present · 11 yrs 11 mos

Manning & Napier Investor Services, INC.Broker

April 2012 - Present · 13 yrs 10 mos

Manning & Napier Investor Services, INC.

April 2012 - Present · 13 yrs 10 mos

Previous Registrations

Signator Investors, INC.Broker

October 2008 - March 2012 · 3 yrs 5 mos

First Investors CorporationBroker

February 2008 - August 2008 · 6 mos

State Registrations20 states

CACOCTDCFLGAILKYMANCNJNYOHORPARISCTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.