Edward Jackson has been Manager of Investor Advisory Group since July 2015, is a control person of the firm and directly owns under 5% of it. Edward Jackson holds a Juris Doctorate from Alabama School of Law and a B.A. in Economics from Wofford College.
Investor Advisory Group, LLC is a Charlotte, NC firm with $172M under management, 184 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Ed Jackson is Partner of The Investor Advisory Group, based in Charlotte, NC. He joined the firm as an Agent in 2010 and became a Partner in 2015. His career included five years at one of the “Big Eight” public accounting firms, over a decade as a financial officer at two companies, and heading his own private legal practice focused on estate planning and closely held businesses.
- Investor Advisory GroupCurrent– present · 15 yearsCharlotte, NC · Adviser representative · Firm CRD 106837
Investment adviser representative registrations
Edward Jackson is registered as an investment adviser representative in North Carolina, since July 2011.
- North CarolinaSince 5 July 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Keith Jackson
- CRD
- 5949110
- Firm
- Investor Advisory Group · CRD 106837
- Role
- Manager
- Office
- 421-A SOUTH SHARON AMITY ROAD, Charlotte, NC 28211
- Registration
- Investment adviser registration
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theiag.com
Where does Edward Jackson work?
Edward Jackson has been Manager of Investor Advisory Group, LLC since July 2015, and is a control person of the firm.
Is Edward Jackson a financial advisor?
Yes. Edward Jackson has a current investment-adviser registration in North Carolina, through Investor Advisory Group since July 2011.
How many years of experience does Edward Jackson have?
Edward Jackson has 15 years in the financial industry, since July 2011, across 1 adviser firm.
What exams has Edward Jackson passed?
Edward Jackson passed the Series 65 in June 2011.
Where is Edward Jackson based?
Edward Jackson’s registered office is in Charlotte, NC.
Is Edward Jackson registered with FINRA?
No. Edward Jackson has no current broker registration.
How can I verify Edward Jackson’s record?
Search CRD 5949110 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Jackson’s full registration record.