David Jackson has been an investment adviser representative at Colarion since January 2024, and is not listed among the firm’s executive officers or direct owners. David Jackson studied at Wofford College.
Colarion LLC is a Mountain Brook, AL firm with $188M under management, 96 clients and 3 advisers across 2 offices, as of its March 2026 filing.
David Jackson III is Partner and Advisor of jhh wealth, llc, based in Greenville, South Carolina. He has worked with clients of jhh on asset management and financial planning since 2019. He also supports Colarion, LLC as an analyst and is a partner of the Mint Financial Sector Fund, LP. Before joining jhh, he was a senior advisor for several members of the U.S. Congress.
David Jackson’s longest registration was 3 years at JHH Wealth, LLC (2020–2023). Before joining Colarion in 2024, David Jackson was registered through JHH Wealth, LLC.
- JHH Wealth, LLC– · 3 yearsGreenville, SC · Adviser representative · Firm CRD 153924
Professional designations
Listed by Colarion
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
David Jackson is registered as an investment adviser representative in 3 states. The first approvals date from January 2024; the most recent is Florida, in March 2024.
- FloridaSince 18 March 2024
- North CarolinaSince 31 January 2024
- South CarolinaSince 31 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 February 2020 |
| Series 7TO | General Securities Representative Examination | 14 November 2019 |
| SIE | Securities Industry Essentials Examination | 9 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7195542
- Firm
- Colarion · CRD 284588
- Office
- 330 E. Coffee Street, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jhhwealth.com
Where does David Jackson work?
David Jackson is an investment adviser representative registered through Colarion LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Jackson a financial advisor?
Yes. David Jackson has a current investment-adviser registration in Florida, North Carolina and South Carolina, through Colarion since January 2024.
How many years of experience does David Jackson have?
David Jackson has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has David Jackson passed?
David Jackson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2019.
Where did David Jackson work before Colarion?
Before Colarion, David Jackson was registered through JHH Wealth, LLC, February 2020 to December 2023.
Where is David Jackson based?
David Jackson’s registered office is in Greenville, SC.
Is David Jackson registered with FINRA?
No. David Jackson has no current broker registration.
Is David Jackson a CFP?
Colarion lists David Jackson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify David Jackson’s record?
Search CRD 7195542 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jackson’s full registration record.
