Top financial advisors in Jackson, TN
We’ve curated a list of the best financial advisors in Jackson, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,092,291,574
Number of advisors
96 advisors
| $1,092,291,574 | 96 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Jackson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jackson. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Silver Oak Securities, Inc.
Silver Oak Securities, Inc. is a registered investment adviser established in Tennessee in 2010, offering various advisory services through Investment Advisor Representatives. The firm is primarily owned by William E. Hopkins, II and George Thomas Allen, III. As of December 31, 2024, the firm managed $2,028,010,262 on a discretionary basis. Services offered include Compass Financial Professional directed asset management, AdvisorFX Strategist program, financial planning, referrals to third-party managers, Align Wealth Management, and retirement plan services. Clients can place reasonable restrictions on investments in their portfolios. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in the best interests of clients. Investment strategies include buy and hold, market timing, and strategic asset allocation. Clients receive ongoing account reviews, and the firm does not allow Financial Professionals to receive additional compensation from trade aggregation. Silver Oak Securities, Inc. uses Schwab Advisor Services as a custodian and does not pay referral fees to custodians. The firm may pay referral fees to independent solicitors and provides loans to Financial Professionals in limited circumstances. Clients are encouraged to compare account statements from the custodian with those received from the firm. The firm has custody of client funds and securities due to fee deduction authority granted by clients. Clients can grant discretionary authority to Financial Professionals, and the firm does not vote on behalf of clients. Silver Oak Securities, Inc. does not prepay fees exceeding $1,200 and has no financial conditions impairing its ability to meet commitments.
$1,092,291,574 under management
96 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Jackson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jackson. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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