Oxbow Advisors
47yrs
Top advisor by experience in Austin
7yrs
Jackson Sharp
Financial advisor at Kestra Advisory Services
Jackson Sharp has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Austin, Texas. Jackson joined Kestra Advisory Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Jackson holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowKestra Advisory Services, LLCCurrent firm
Contact Jackson
(844) 553-7872Kestra Advisory Services main office 5707 Southwest Parkway Building 2, Suite 400Austin, TX 78735Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Jackson
Tailored to Jackson’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
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About Jackson
How do I contact Jackson?
Call Kestra Advisory Services at (844) 553-7872 and ask for Jackson Sharp. Jackson works from the Austin, TX office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jackson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jackson 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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