Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
18yrs
Scott Jackson has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Houston, Texas. Scott has been with Doliver Advisors since 2017; before that, Scott spent a year at Legacy Asset Management and four years at Andrews Capital Management. Doliver Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets and performance-based fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors in Texas
Office6363 Woodway Dr Suite 763, Houston, TX 77057
FirmDoliver Advisors
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$2.55 million
Advisors at the firm6
States licensed ?1 state
Services through Doliver Advisors
Investment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowDoliver Advisors, L.P.Current firm
- Dec 2015 – Jun 2017Legacy Asset Management, Inc.Previously
- 2008 – 2012Andrews Capital Management CorporationPreviously
Contact Scott
(713) 917-0022Doliver Advisors main office 6363 Woodway Dr Suite 763Houston, TX 77057Office · Get directions Firm websiteHTTP://WWW.DOLIVERADVISORS.COM
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Doliver Advisors at (713) 917-0022 and ask for Scott Jackson. Scott works from the Houston, TX office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2008, about 18 years. More experience than 60% of advisors in Texas.
What licenses does Scott hold?
Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Doliver Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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