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    Paladin Research Report For:

    David Jackson

    Modern Horizons Wealth Advisors

    CFP®CMFC®
    1900 W 47th Pl
    Suite 320
    Shawnee Mission, KS 66205
    816-548-4155
    Visit Website
    https://www.mhwealthkc.com/

    About David Jackson

    David is a Certified Financial Planner and financial advisor for Modern Horizons Wealth Advisors and has 27 years experience. He has a degree in Business Administration from Sioux Falls University.

    David has been featured in national and local media outlets seeking his financial expertise. He has been quoted in articles for Black Enterprise Magazine and Michelle Singletary's Color of Money Column and InvestmentNews, a financial trade publication. David is a regular guest on NPR's local affiliate, KCUR's Up To Date program representing The Financial Planning Association of Greater Kansas City. He has also been a regular guest on KCTV5's Better Kansas City. He is a frequent contributor to the Kansas City Call newspaper, providing financial tips in the column Financial Matters. David specializes in retirement planning and working with small business owners. He is an active member for the Financial Planning Association of Greater Kansas City and a member of the Urban Financial Services Coalition.

    David has been married to Doris for 29 years and they have 3 children. Their interests include international travel, golf, biking and reading. Highlights of their travels includes walking along the Great Wall of China and taking a photo safari in Kruger National Park in S. Africa.

    See Disclosures

    General Information

    Firm Start Year
    • 2019
    No. of Employees
    • 2-4
    CRD#
    • 2631227
    Firm CRD#
    • 6413
    Insurance License#
    • 229609
    Name of Broker/Dealer
    • LPL Financial
    Name of Custodial Firm
    • LPL Financial
    States Licensed in
    • MO, KS
    Years of Experience in Financial Services
    • 27
    Number of Years with Current Firm
    • 4
    Work with the following types of clients
    • Individual Investors, Businesses, Non-Profit Organizations
    Advisory Services Provided
    • Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, 401K Rollovers

    Compliance

    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®, CMFC®
    Securities Licenses
    • Series 63, Series 6
    Insurance and Annuity Licenses
    • Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Annuity

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $100,000
    Compensation Methods
    • Based on Assets

    Education

    Bachelor of Arts - Business Administration

    Sioux Falls
    9/1/1973 -12/27/1977

    Bachelor of Arts - Business Administration

    Sioux Falls
    9/1/1973 -12/27/1978

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


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    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

    Additional Detailed Disclosures

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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