Connor Jackson is a registered investment advisor at Focused Alpha, LLC, based in Denver, CO, with 10 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 518 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focused Alpha offers investment management services through a wrap fee program, where brokerage commissions and transaction costs are included in the overall fee. The specific fee structure is detailed in the Focused Alpha, LLC Wrap Fee Program Brochure.
Location
1401 Lawrence Street, Suite 1600, Denver, CO, 80202
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Focused Alpha, LLC
Previous Registrations
John Hancock Investment Management LLC
John Hancock Investment Management Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.