Staci Jackson has been an investment adviser representative at Strategic Advisory Services since August 2022, and is not listed among the firm’s executive officers or direct owners. Staci Jackson studied at Lambuth University.
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.
Staci Jackson is Managing Partner, Wealth Advisor of Strategic Advisory Services. She has over 26 years of experience in wealth management and financial services. Before joining LPL Financial, she was a managing partner and wealth advisor at Paragon Wealth Solutions, and before that a VP of investments at Raymond James.
Staci Jackson’s longest registration was 6 years at Morgan Keegan & Company, Inc. (2007–2013). Before joining Strategic Advisory Services in 2022, Staci Jackson was registered through Wealthcare Advisory Partners LLC and LPL Financial LLC.
- LPL Financial LLC– · 1 yearMemphis, TN · Adviser representative · Firm CRD 6413
- Strategic Advisory ServicesCurrent– present · 4 yearsMemphis, TN · Adviser representative · Firm CRD 287984
- Wealthcare Advisory Partners LLC– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 171976
- LPL Financial LLC– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 6413
- Independent Financial Partners– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 6413
- Raymond James & Associates, Inc.– · under a yearMemphis, TN · Adviser representative · Firm CRD 705
- Morgan Keegan & Company, Inc.– · 6 yearsMemphis, TN · Adviser representative · Firm CRD 4161
- Amsouth Investment Management Company LLC– · under a yearMemphis, TN · Adviser representative · Firm CRD 111757
Investment adviser representative registrations
Staci Jackson is registered as an investment adviser representative in Tennessee, since August 2022.
- TennesseeSince 3 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 December 2005 |
| Series 7 | General Securities Representative Examination | 24 October 2005 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 28 January 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Staci Lynne Jackson
- CRD
- 3193371
- 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
- April 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- saswealthadvisors.com
Where does Staci Jackson work?
Staci Jackson is an investment adviser representative registered through Strategic Advisory Services, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Staci Jackson a financial advisor?
Yes. Staci Jackson has a current investment-adviser registration in Tennessee, through Strategic Advisory Services since August 2022.
How many years of experience does Staci Jackson have?
Staci Jackson has 25 years in the financial industry, since April 2001, across 7 adviser firms.
What exams has Staci Jackson passed?
Staci Jackson has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 66. The earliest, the Series 6, was passed in March 1999. FINRA credited Staci Jackson with the SIE, which began in October 2018.
Where did Staci Jackson work before Strategic Advisory Services?
Before Strategic Advisory Services, Staci Jackson was registered through Wealthcare Advisory Partners LLC, June 2019 to August 2022; LPL Financial LLC, January 2018 to October 2020; Independent Financial Partners, October 2015 to May 2019; LPL Financial LLC, December 2013 to September 2016; Raymond James & Associates, Inc., February 2013 to December 2013; Morgan Keegan & Company, Inc., February 2007 to February 2013; Amsouth Investment Management Company LLC, April 2006 to February 2007.
Where is Staci Jackson based?
Staci Jackson’s registered office is in Memphis, TN.
Is Staci Jackson registered with FINRA?
Yes. Staci Jackson has a current broker registration, under CRD 3193371.
Source: FINRA BrokerCheck
How can I verify Staci Jackson’s record?
Search CRD 3193371 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Staci Jackson’s full registration record.