LPL Financial
44yrs
Top advisor by experience in Lakeland
10yrs
Eric J Jackson
Financial advisor at CPS Investment Advisors
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office205 East Orange Street #310, Lakeland, FL 33801
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through CPS Investment Advisors
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- 2021 – nowCPS Investment AdvisorsCurrent firm
- Nov 2019 – Jul 2021Allen & Company of Florida, LLCPreviously
- Jun 2019 – Nov 2019Allen & Company of Florida, LLCPreviously
- 2017 – 2019Morgan StanleyPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call CPS Investment Advisors at 863-688-1725 and ask for Eric J Jackson. Eric works from the Lakeland, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
CPS Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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