Advisor at MSP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MSP Wealth Management, LLC
Location
Klamath Falls, OR 97601
Credentials
Series 63, Series 66
Industry experience
21 years
Quinn Jackson is a financial advisor at MSP Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, Jackson is a pastor at Disciples Church and provides corporate speaking, training, and coaching on leadership and communication. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, offering fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm employs asset allocation, fundamental and technical analysis, and third-party manager selection to tailor investment strategies to client objectives.
Based on MSP Wealth Management, LLC
Typically ranging from $1,500 to $5,000 for financial planning and consulting services
Certain associated persons licensed to sell insurance may receive commissions from insurance products sold to clients, separate from MSP advisory fees
Typically ranging from $150 to $250 per hour for financial planning and consulting services
Fee-only: Hourly fees typically ranging from $150 to $250 per hour; Fixed fees typically ranging from $1,500 to $5,000 for financial planning and consulting services
824 Pine Street
Klamath Falls, OR 97601
Oregon
MSP Wealth Management, LLC
2020 - Present (6 years)
Avantax Advisory services
2019 - 2020 (1 year)
Avantax Investment Services, INC.
2019 - 2020 (1 year)
Avantax Insurance Services
2007 - 2020 (13 years)
1st Global Advisors, Inc.
2007 - 2019 (12 years)
1st Global Capital Corp
2006 - 2019 (13 years)
Molatore Scroggin Peterson & Co.
2006 - 2020 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
Osaic Advisory Services, LLC
Series 63, Series 66
Klamath Falls, OR
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 65
Klamath Falls, OR
OSAIC
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