Unclaimed Profile

Lyman Hood Jackson

FINANCIAL PLANNING SOLUTIONS, LLC·NEWTON, Massachusetts

Series 6, Series 7, Series 26, Series 63, Series 65Clean record21 years registeredFINANCIAL PLANNING SOLUTIONS, LLC

134 RUMFORD AVE, NEWTON, MA 02466CRD# 1263219Firm CRD# 168211

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lyman Hood Jackson · NEWTON, MA

Registration

CRD #1263219 · FINANCIAL PLANNING SOLUTIONS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2026 – present

FINANCIAL PLANNING SOLUTIONS, LLC

Sep 2013 – Mar 2026

AUBURNDALE, MA

JACKSON FINANCIAL ADVISORS, INC.

Jan 2006 – Sep 2013

NEWTON, MA

FSC SECURITIES CORPORATION

Oct 2004 – Jan 2008

NEWTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · October 12, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL PLANNING SOLUTIONS, LLC

CRD 168211 · SEC 801-113221

AUM

$284M

Regulatory assets under management

Employees

1,174 client accounts

Services offered by FINANCIAL PLANNING SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL PLANNING SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Lyman Hood Jackson offer?

Lyman Hood Jackson specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Lyman Hood Jackson's credentials?

Lyman Hood Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lyman Hood Jackson located?

Lyman Hood Jackson is based in NEWTON, Massachusetts, working with FINANCIAL PLANNING SOLUTIONS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Lyman Hood Jackson charge for services?

Lyman Hood Jackson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL PLANNING SOLUTIONS, LLC?

FINANCIAL PLANNING SOLUTIONS, LLC has approximately 7 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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