Emma Jackson has been an investment adviser representative at Phoenix Wealth Advisors since September 2021, and is not listed among the firm’s executive officers or direct owners.
Phoenix Wealth Advisors Inc. is a Chapel Hill, NC firm with $641M under management, 1,592 clients and 7 advisers in one office, as of its July 2026 filing.
Emma Jackson’s longest registration was 7 years at Morgan Stanley (2010–2017). Before joining Phoenix Wealth Advisors in 2021, Emma Jackson was registered through Robert W. Baird & Co. Incorporated and Morgan Stanley.
- Phoenix Wealth Advisors Inc.Current– present · 5 yearsChapel Hill, NC · Adviser representative · Firm CRD 118412
- Robert W. Baird & Co. Incorporated– · 3 yearsChapel Hill, NC · Adviser representative · Firm CRD 8158
- Morgan Stanley– · 7 yearsChapel Hill, NC · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Emma Jackson is registered as an investment adviser representative in North Carolina, since September 2021.
- North CarolinaSince 21 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 August 2010 |
| Series 7 | General Securities Representative Examination | 7 October 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Emma Elizabeth Jackson
- CRD
- 5052924
- Firm
- Phoenix Wealth Advisors · CRD 118412
- Office
- 100 EUROPA DRIVE, SUITE 390, Chapel Hill, NC 27517
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Emma Jackson work?
Emma Jackson is an investment adviser representative registered through Phoenix Wealth Advisors Inc. since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Emma Jackson a financial advisor?
Yes. Emma Jackson has a current investment-adviser registration in North Carolina, through Phoenix Wealth Advisors since September 2021.
How many years of experience does Emma Jackson have?
Emma Jackson has 16 years in the financial industry, since February 2010, across 3 adviser firms.
What exams has Emma Jackson passed?
Emma Jackson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2009. FINRA credited Emma Jackson with the SIE, which began in October 2018.
Where did Emma Jackson work before Phoenix Wealth Advisors?
Before Phoenix Wealth Advisors, Emma Jackson was registered through Robert W. Baird & Co. Incorporated, October 2017 to May 2021; Morgan Stanley, August 2010 to October 2017.
Where is Emma Jackson based?
Emma Jackson’s registered office is in Chapel Hill, NC.
Is Emma Jackson registered with FINRA?
Yes. Emma Jackson has a current broker registration, under CRD 5052924.
Source: FINRA BrokerCheck
How can I verify Emma Jackson’s record?
Search CRD 5052924 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Emma Jackson’s full registration record.