Osaic Wealth
43yrs
Top advisor by experience in Collierville
5yrs
Devin Jackson has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Collierville, Tennessee. Devin joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 53 advisors with offices in Collierville, and one of 44 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office304 New Byhalia Rd, Collierville, TN 38017
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMerrillCurrent firm
Contact Devin
304 New Byhalia RdCollierville, TN 38017Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Devin
Tailored to Devin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Devin
How do I contact Devin?
Call Merrill at (800) 637-7455 and ask for Devin Jackson. Devin works from the Collierville, TN office.
How long has Devin been a financial advisor?
Devin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Devin hold?
Series 66. Tap any license on this page to see what it allows.
Is Devin a fiduciary?
Devin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Devin 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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