Unclaimed Profile

Robert Colby Jackson

AVANTAX ADVISORY SERVICES, INC.·DALLAS, Texas

SIE, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredAVANTAX ADVISORY SERVICES, INC.

3200 OLYMPUS BLVD, DALLAS, TX 75019CRD# 4340729Firm CRD# 104556

Profile Verification

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

Identity

Robert Colby Jackson · DALLAS, TX

Registration

CRD #4340729 · AVANTAX ADVISORY SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Sep 2025 – present

AVANTAX ADVISORY SERVICES

Oct 2019 – Sep 2025

DALLAS, TX

1ST GLOBAL ADVISORS INC

Jul 2005 – Oct 2019

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 27, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTAX ADVISORY SERVICES, INC.

CRD 104556 · SEC 801-29892

AUM

$41.7B

Regulatory assets under management

Employees

2,478

131,534 client accounts

Services offered by AVANTAX ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVANTAX ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Colby Jackson offer?

Robert Colby Jackson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Robert Colby Jackson's credentials?

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

Where is Robert Colby Jackson located?

Robert Colby Jackson is based in DALLAS, Texas, working with AVANTAX ADVISORY SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Colby Jackson charge for services?

Robert Colby Jackson's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTAX ADVISORY SERVICES, INC.?

AVANTAX ADVISORY SERVICES, INC. has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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