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Jan Charleen Jackson

EXCELSIA, INC.·SAVANNAH, Georgia
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15 LAKE STREET, SAVANNAH, GA 31411CRD# 2709150Firm CRD# 125320
01

About

Jan Charleen Jackson is a registered financial advisor based in SAVANNAH, Georgia, affiliated with EXCELSIA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EXCELSIA, INC.
EXCELSIA, INC.
AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EXCELSIA, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2709150
Firm CRD# 125320
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jan Charleen Jackson offer?
Jan Charleen Jackson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAVANNAH, Georgia for a consultation.
What are Jan Charleen Jackson's credentials?
Jan Charleen Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan Charleen Jackson located?
Jan Charleen Jackson is based in SAVANNAH, Georgia, working with EXCELSIA, INC.. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.
How does Jan Charleen Jackson charge for services?
Jan Charleen Jackson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCELSIA, INC.?
EXCELSIA, INC. has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAVANNAH
Joel Philip Goodman — THE FIDUCIARY GROUP, LLCKelly Lee Bouchillon — SOUND VIEW WEALTH ADVISORS GROUP, LLCOlin Thompson Smith — MINIS & CO., INC.Jennifer Mink Holmes — INVESTMENT PERFORMANCE SERVICES LLCFrederick Reynolds Muller — CHATHAM CAPITAL GROUP INC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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