David Jackson has been President/Chief Compliance Officer of Del Mar Wealth Management since November 2013, is a control person of the firm and directly owns 75% or more of it. David Jackson holds a Bachelor of Arts in Business with a concentration in Finance from California State University.
Del Mar Wealth Management Inc is a Del Mar, CA firm with $170M under management, 73 clients and 2 advisers in one office, as of its March 2026 filing.
David Jackson is President and Founder of Del Mar Wealth Management. He founded Jackson Wealth Management Group, Inc., also known as Del Mar Wealth Management, in 2013 and has provided investment management services since 1993. In 1998 he joined Hoyle Capital Management in La Jolla, California, where he assisted with the implementation and oversight of employer sponsored pension plans.
David Jackson’s longest registration is the current one, 11 years at Del Mar Wealth Management since 2015. Before joining Del Mar Wealth Management in 2015, David Jackson was registered through Concert Wealth Management and Hoylecohen, LLC.
- – present · 11 yearsDel Mar, CA · Adviser representative · Firm CRD 175022
- Concert Wealth Management– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 141253
- Hoylecohen, LLC– · 7 yearsSan Diego, CA · Adviser representative · Firm CRD 141125
- Mid Atlantic Financial Management, Inc.– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 109771
- Hoylecohen,inc.– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 109429
- London Pacific Advisors– · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 104601
Investment adviser representative registrations
David Jackson is registered as an investment adviser representative in California, since April 2015.
- CaliforniaSince 27 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 February 1996 |
| Series 24 | General Securities Principal Examination | 30 October 1995 |
| Series 7 | General Securities Representative Examination | 25 September 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- David Allen Jackson
- CRD
- 2267352
- Firm
- Del Mar Wealth Management · CRD 175022
- Role
- President/Chief Compliance Officer
- Office
- 1110 CAMINO DEL MAR, SUITE B, Del Mar, CA 92014
- Registration
- Investment adviser registration
- In the industry since
- February 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- delmarwealthmanagement.com
Where does David Jackson work?
David Jackson has been President/Chief Compliance Officer of Del Mar Wealth Management Inc since November 2013, and is a control person of the firm.
Is David Jackson a financial advisor?
Yes. David Jackson has a current investment-adviser registration in California, through Del Mar Wealth Management since April 2015.
How many years of experience does David Jackson have?
David Jackson has 28 years in the financial industry, since February 1998, across 6 adviser firms.
What exams has David Jackson passed?
David Jackson has passed 4 licensing exams: the Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in September 1992.
Where did David Jackson work before Del Mar Wealth Management?
Before Del Mar Wealth Management, David Jackson was registered through Hoylecohen, LLC, September 2006 to November 2013; Mid Atlantic Financial Management, Inc., May 2004 to October 2008; Hoylecohen,inc., May 2003 to September 2006; London Pacific Advisors, February 1998 to May 2004.
Where is David Jackson based?
David Jackson’s registered office is in Del Mar, CA.
Is David Jackson registered with FINRA?
No. David Jackson has no current broker registration.
How can I verify David Jackson’s record?
Search CRD 2267352 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jackson’s full registration record.