Dallas Jackson, CRPC®
Wealth Advisor at Finwell®, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Nashville, Tennessee, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Chartered Retirement Planning Counselor
College for Financial PlanningMar, 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
FAAAug, 2009- Sep, 2024 -
Single Engine Complex Rating
FAAFeb, 2009- Sep, 2024 -
Private Pilot Single Engine
FAAJan, 2009- Sep, 2024
Experience
-
Finwell®, Inc.
-
United States
-
Financial Services
-
1 - 100 Employee
-
Wealth Advisor
-
May 2023 - Present
-
-
-
-
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 -
The Bolles School
Community
You need to have a working account to view this content.
Click here to join now