Advisor at TruNorth Financial Services, Inc.
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Firm
TruNorth Financial Services, Inc.
Location
Chambersburg, PA 17201
Credentials
Series 65
Industry experience
11 years
Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.
Based on TruNorth Financial Services, Inc.
Based on TruNorth Financial Services, Inc.
Fixed financial planning and consulting fees ranging from $100 to $5,000
$0 - $999,999: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.60% $4,000,000 - $7,000,000: 0.50% $7,000,000 - $20,000,000: 0.45% $20,000,000+: 0.35%
Up to $250 per hour for financial planning and consulting services
Minimum fee: One-time initial setup fee ranging from $250 to $500 (may be waived at discretion) Fee-only: Financial planning and consulting fees: fixed fees ranging from $100 to $5,000 or hourly fees up to $250 per hour
425 Phoenix Drive
Chambersburg, PA 17201
Maryland · Pennsylvania
Tucker Financial Services, Inc.
2016 - Present (10 years)
PNC Wealth Mgmt
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Greencastle, PA
Cumberland Valley Financial Services Inc.
Series 65
Chambersburg, PA
TruNorth Financial Services, Inc.
Series 65
Chambersburg, PA
TruNorth Financial Services, Inc.
Series 63, Series 65
Shippensburg, PA
Mutual of Omaha Investor Services, Inc.
CFP®, Series 63
Ft Loudon, PA
Creative Financial Designs, Inc.
Series 63, Series 65
Shippensburg, PA
Mutual of Omaha Investor Services, Inc.
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