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professional profile

David Jackson III, CFP

AgentIAR Greenville, SC CRD 7195542 Last verified October 2026

Overview

David Jackson III is an insurance agent and an investment adviser representative based in Greenville, SC, with 6 years in the industry.

Years in the industry
6
States licensed
1
States registered
3
Exams passed
1

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 3 states
  • Producer
  • Series 66

1 line of authority, with every state and its dates

Firms

Employment history since 2020

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file

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