Michael Jackson has been an investment adviser representative at Investor Advisory Group since September 2021, and is not listed among the firm’s executive officers or direct owners. Michael Jackson holds a B.S. in Mathematical Decision Science from the University of North Carolina at Chapel Hill.
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.
Mike Jackson is Agent of The Investor Advisory Group, based in Charlotte, NC. He joined the firm as a Registered Investment Advisor Representative in September 2021. Jackson entered Charlotte's investment banking arena in 2004, supporting Mortgage-Backed Securities traders at Bank of America, and in 2007 joined Wachovia Securities, spending seven years helping public companies structure and issue new bonds. He has since managed various operations at a payroll processing company.
- Investor Advisory GroupCurrent– present · 5 yearsCharlotte, NC · Adviser representative · Firm CRD 106837
Professional designations
Listed by Investor Advisory Group
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Michael Jackson is registered as an investment adviser representative in North Carolina, since September 2021.
- North CarolinaSince 22 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 2009 |
| Series 7 | General Securities Representative Examination | 23 October 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Frazer Jackson
- CRD
- 5678524
- Firm
- Investor Advisory Group · CRD 106837
- Office
- 421 SOUTH SHARON AMITY ROAD, SUITE A, Charlotte, NC 28211
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theiag.com
Where does Michael Jackson work?
Michael Jackson is an investment adviser representative registered through Investor Advisory Group, LLC since September 2021, 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 Investor Advisory Group since September 2021.
How many years of experience does Michael Jackson have?
Michael Jackson has 5 years in the financial industry, since September 2021, across 1 adviser firm.
What exams has Michael Jackson passed?
Michael Jackson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2009.
Where is Michael Jackson based?
Michael Jackson’s registered office is in Charlotte, NC.
Is Michael Jackson registered with FINRA?
No. Michael Jackson has no current broker registration.
How can I verify Michael Jackson’s record?
Search CRD 5678524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Jackson’s full registration record.