United Planners' Financial Services of America a Limited Partner
43yrs
Top advisor by experience in Bulverde
11yrs
Haven Jackson
Financial advisor at Wells Fargo Advisors
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office115 Bulverde Crossing Rd, Bulverde, TX 78163
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- Dec 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2016 – 2024J.p. Morgan Securities LLCPreviously
Questions to ask Haven
Tailored to Haven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Haven
How do I contact Haven?
Call Wells Fargo Advisors at 314-875-3000 and ask for Haven Jackson. Haven works from the Bulverde, TX office.
How long has Haven been a financial advisor?
Haven has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Haven hold?
Series 66. Tap any license on this page to see what it allows.
Is Haven a fiduciary?
Haven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Haven paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Haven 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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