CJ
CFP
CJ
CFP

Christopher Jackson

9 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Johns Island, SC

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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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Employment History
Current Registrations
Core Planning
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Facet
December 2020 - July 2024 · 3 yrs 7 mos
Citizens Investment Services
May 2019 - August 2020 · 1 yr 3 mos
Citizens Securities, INC.Broker
May 2019 - August 2020 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2018 - April 2019 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - April 2019 · 3 yrs 11 mos
State Registrations2 states
MOSC
Advisor
Exams
No exam information available for this advisor.