Advisor at Cobblestone Asset Management
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Firm
Cobblestone Asset Management
Location
Richmond, VA 23236
Credentials
CFP®, CFA®, Series 66
Industry experience
5 years
Eric Jackson is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at Cobblestone Asset Management and the Independent Financial Group since 2020 and previously held roles at Envestnet MONEY GUIDE PRO and Capitol Securities Management Inc. Outside of his advisory work, he serves as an officer on the board of the Sigma Alpha Epsilon fraternity, managing alumni relations. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, tailoring investment advice to client goals with an emphasis on ETFs and a range of asset classes. The firm employs a variety of analytical methods and offers a platform used by third-party advisors.
Based on Cobblestone Asset Management
Based on Cobblestone Asset Management
Up to 2.0% annually
Commissions are accepted by some representatives for sale of investment products, but not the primary compensation for advisory services.
9011 Arboretum Parkway, Suite 180
Richmond, VA 23236
Virginia
Cobblestone Asset Management
2020 - Present (6 years)
Independent Financial group
2020 - Present (6 years)
Envestnet MONEY GUIDE PRO
2019 - 2020 (1 year)
Capitol Securities Management Inc.
2016 - 2019 (3 years)
Q Barbeque
2014 - 2016 (2 years)
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Other specialized services
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Series 63, Series 66
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CFP®, Series 66
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