David + Jackson - Financial Advisor in Shawnee Mission, KS

Paladin Research Report For:

David Jackson

Modern Horizons Wealth Advisors

1900 W 47th Pl
Suite 320
Shawnee Mission, KS 66205

About David Jackson

Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you.

Whether you're preparing for retirement or are in the early stages of building your wealth, we can provide assistance in four key service areas: Investments, Financial Planning, Insurance, and Employee Retirement Plans

See Disclosures

General Information

Firm Start Year
  • 2019
No. of Employees
  • 2-4
  • 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
  • Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management


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
  • Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life

Compensation and Fees

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


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


Additional Detailed Disclosures


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state