Dallas Jackson, CRPC®

Wealth Advisor at Finwell®, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Nashville, Tennessee, United States, US

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Bio

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Credentials

  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Mar, 2019
    - Sep, 2024
  • Investment Advisor Representative-Series 66
    -
    Nov, 2016
    - Sep, 2024
  • Series 63
    -
    Nov, 2015
    - Sep, 2024
  • Series 7 General Securities Representative
    -
    Oct, 2015
    - Sep, 2024
  • Twin Engine Private Pilot
    FAA
    Aug, 2009
    - Sep, 2024
  • Single Engine Complex Rating
    FAA
    Feb, 2009
    - Sep, 2024
  • Private Pilot Single Engine
    FAA
    Jan, 2009
    - Sep, 2024

Experience

  • Finwell®, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • May 2023 - Present
  • The Hondo Rodeo Fest
    • COO-Founder
      • May 2022 - Present
  • TipSee Music LLC
    • United States
    • Entertainment
    • 1 - 100 Employee
    • CEO-Founder
      • Nov 2019 - Present
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President, Corp Financial Solutions Advisor
      • Jun 2019 - Jun 2021

    • Financial Solutions Consultant
      • Jan 2018 - May 2019

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Solutions Representative
      • Nov 2016 - Jan 2018

    • High Opportunity-Full Trader
      • Mar 2016 - Oct 2016

    • Financial Services Representative-Full Trader
      • Sep 2015 - Mar 2016

  • Exclusive Advisors LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Apr 2014 - Dec 2014
  • The Fiorentino Group
    • United States
    • Government Relations Services
    • 1 - 100 Employee
    • Intern
      • 2012 - 2012
  • Safetouch Security
    • United States
    • Security Systems Services
    • 1 - 100 Employee
    • Security Consultant
      • 2009 - 2011

      Security System sales and consultations. Security System sales and consultations.

Education

  • Florida State University
    Political Science and Business Managment
    2011 - 2015
  • The Bolles School

Community

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