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Overview

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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 Value ETF $10,056,000

    Assets

    Assets

    Last updated on Feb. 11, 2017
      • $317.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $124.0K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    8

    name start date
    Edward A. McDonough
    May 2016
    Matthew David Parks
    January 2018
    Michael Paul Mcgahan
    September 2013
    Jacqueline Ruth Bradshaw
    March 2018
    Matthew Paul Jackson
    November 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      George P Jackson P.A. CPA -- --
      Jackson Investment Management, LLC IAR --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        George Paul Jackson Managing Member June, 2008 75% or more
        Page Brinkley Flanner Vp, Coo & Cco December, 2013 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges