Morgan Stanley
47yrs
Top advisor by experience in Westport
3yrs
Mark Jackson
Financial advisor at CWM
Mark Jackson is a fiduciary financial advisor in Westport, Connecticut, with 3 years in the industry. Mark joined CWM in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 406 advisors with offices in Westport, and one of 373 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office257 Riverside Ave, 1st Floor, Westport, CT 06880
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowCWM, LLCCurrent firm
Contact Mark
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Mark. 257 Riverside Ave, 1st FloorWestport, CT 06880Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Mark
How do I contact Mark?
Call CWM at (402) 330-0808 and ask for Mark Jackson. Mark works from the Westport, CT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark 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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