Michael Jackson has been an investment adviser representative at Phoenix Wealth Advisors since October 2016, and is not listed among the firm’s executive officers or direct owners. Michael Jackson holds a B.S. in Business Administration from the University of North Carolina at Chapel Hill and an MBA from Wake Forest University.
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.
Mike Jackson is Director of Research of Phoenix Wealth Advisors. He joined Phoenix in 2016 and directs asset allocation, external manager research and internal equity strategies, including the Trust Portfolio, a traditional core equity strategy. He spends his time studying macroeconomic data, formulating portfolio strategy and calculating company valuations.
Michael Jackson’s longest registration is the current one, 10 years at Phoenix Wealth Advisors since 2016. Before joining Phoenix Wealth Advisors in 2016, Michael Jackson was registered through Thompson Davis Asset Management and Hambledon, LLC.
- Phoenix Wealth Advisors Inc.Current– present · 10 yearsChapel Hill, NC · Adviser representative · Firm CRD 118412
- Thompson Davis Asset Management– · 1 yearRaleigh, NC · Adviser representative · Firm CRD 41353
- Hambledon, LLC– · 2 yearsMorrisville, NC · Adviser representative · Firm CRD 161908
- Franklin Street Advisors Inc.– · 7 yearsChapel Hill, NC · Adviser representative · Firm CRD 106275
Investment adviser representative registrations
Michael Jackson is registered as an investment adviser representative in North Carolina, since October 2016.
- North CarolinaSince 13 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 7 April 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 1996 |
| Series 7 | General Securities Representative Examination | 4 September 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Donovan Jackson
- CRD
- 2753608
- 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
- June 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- phoenixwealthadvisors.com
Where does Michael Jackson work?
Michael Jackson is an investment adviser representative registered through Phoenix Wealth Advisors Inc. since October 2016, and is not listed among the firm’s executive officers or direct owners.
Is Michael Jackson a financial advisor?
Yes. Michael Jackson has a current investment-adviser registration in North Carolina, through Phoenix Wealth Advisors since October 2016.
How many years of experience does Michael Jackson have?
Michael Jackson has 26 years in the financial industry, since June 2000, across 4 adviser firms.
What exams has Michael Jackson passed?
Michael Jackson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 4. The earliest, the Series 7, was passed in September 1996. FINRA credited Michael Jackson with the SIE, which began in October 2018.
Where did Michael Jackson work before Phoenix Wealth Advisors?
Before Phoenix Wealth Advisors, Michael Jackson was registered through Thompson Davis Asset Management, January 2015 to March 2016; Hambledon, LLC, April 2013 to April 2015; Franklin Street Advisors Inc., September 2005 to April 2013.
Where is Michael Jackson based?
Michael Jackson’s registered office is in Chapel Hill, NC.
Is Michael Jackson registered with FINRA?
Yes. Michael Jackson has a current broker registration, under CRD 2753608.
Source: FINRA BrokerCheck
How can I verify Michael Jackson’s record?
Search CRD 2753608 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Jackson’s full registration record.