Investor Advisory Group

Robert Jones is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Investor Advisory Group since 2015. Outside of his advisory role, he sings in the Myers Park Presbyterian Church choir for compensation. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory services on a non-discretionary basis, emphasizing client-directed decision making.

Michael Jackson is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Investors Advisory Group since 2021 and previously spent seven years at Carolina Paymasters, LLC. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory and fiduciary consulting. The firm manages client investment plans on a non-discretionary basis, using a proprietary database to evaluate investments and tailoring strategies to each client’s profile.

Edward Jackson is a Series 65-licensed advisor with Investor Advisory Group in Charlotte, NC, where he has worked since 2011. He has 14 years of experience in financial advising and concurrently manages The Jackson Law Firm, PLLC, providing legal services in business and estate planning. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates, offering portfolio management, limited financial planning, and retirement plan advisory services with a focus on client-directed, non-discretionary investment implementation.

Mark Conrad is a Series 65-licensed financial advisor with Investor Advisory Group in Charleston, SC, where he has worked since 2018. He has five years of industry experience, including prior roles at Invista SARL and The Lycra Company. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory services. The firm manages assets on a non-discretionary basis, using a proprietary database to tailor long- and short-term investment strategies to each client’s profile.