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Charlotte Elaine Jackson

Expert Financial Advisor & Portfolio Manager

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Charlotte Elaine Jackson

Charlotte Elaine Jackson

CRD: 4545327 Broker & Financial Advisor

Current Firm

RBC Capital Markets, LLC

ABOUT Charlotte Elaine Jackson

PROFILE: Charlotte Elaine Jackson is an experienced financial professional with 24 years of experience in the securities and financial services industry. She is dually registered as a Broker and Investment Adviser and currently serves with RBC Capital Markets, LLC in Asheville, North Carolina. Charlotte began her career with Banc of America Investment Services before joining RBC Capital Markets in 2008, where she has maintained her professional affiliation for more than 15 years. With securities licenses across 31 states, she brings a wealth of industry experience and a broad regulatory background to her financial services practice.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with FINRA
  • Investment Adviser — Registered to provide investment advisory services
  • Multi-State Licensed — Holds securities licenses across 31 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

24 years

24 years. With nearly a quarter-century of experience in the financial services industry, Charlotte Elaine Jackson has built an extensive career spanning brokerage and investment advisory services, including long-standing affiliations with established financial institutions.

Professional Statistics

24
Years of Experience
2
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

Two Town Square Boulevard Suite 325 Asheville, NC 28803-5035

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Top traded (24h)
Stocks & Indices
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Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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