CJ
Catherine Jackson
from Marks Wealth Management
Catherine Jackson is a financial advisor based in Maryland, Annapolis,
with 12 years of experience. Catherine currently works for
Marks Wealth Management.
Catherine maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Catherine Jackson works at Marks Wealth Management
Marks Wealth Management is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $376,279,011 of assets under management and employs about 3 people. Marks Wealth Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
and a percentage of assets under your management
Office location
1 Park Place, Suite 500, Annapolis, Maryland, 21401
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