Jacob Jackson has been an investment adviser representative at Strategic Advisory Services since July 2024, and is not listed among the firm’s executive officers or direct owners.
Strategic Advisory Services, LLC is a Memphis, TN firm with $201M under management, 254 clients and 8 advisers across 3 offices, as of its August 2026 filing.
Jacob B. Jackson is Principal, Wealth Advisor of Strategic Advisory Services. He joined the firm in January of 2024 as an intern, became a fully registered representative and by the summer of ’24 was an LPL Registered Principal. He serves as the backup compliance officer for the office.
- Strategic Advisory ServicesCurrent– present · 2 yearsMemphis, TN · Adviser representative · Firm CRD 287984
Investment adviser representative registrations
Jacob Jackson is registered as an investment adviser representative in Tennessee, since July 2024.
- TennesseeSince 9 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 16 July 2024 |
| Series 66 | Uniform Combined State Law Examination | 10 June 2024 |
| Series 7TO | General Securities Representative Examination | 9 May 2024 |
| SIE | Securities Industry Essentials Examination | 9 March 2024 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Brian Jackson
- CRD
- 7853163
- Firm
- Strategic Advisory Services · CRD 287984
- Office
- 6465 QUAIL HOLLOW ROAD, SUITE 301, Memphis, TN 38120
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- saswealthadvisors.com
Where does Jacob Jackson work?
Jacob Jackson is an investment adviser representative registered through Strategic Advisory Services, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Jackson a financial advisor?
Yes. Jacob Jackson has a current investment-adviser registration in Tennessee, through Strategic Advisory Services since July 2024.
How many years of experience does Jacob Jackson have?
Jacob Jackson has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Jacob Jackson passed?
Jacob Jackson has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 24. The earliest, the SIE, was passed in March 2024.
Where is Jacob Jackson based?
Jacob Jackson’s registered office is in Memphis, TN.
Is Jacob Jackson registered with FINRA?
Yes. Jacob Jackson has a current broker registration, under CRD 7853163.
Source: FINRA BrokerCheck
How can I verify Jacob Jackson’s record?
Search CRD 7853163 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacob Jackson’s full registration record.