Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
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Jackson Schott
Financial advisor at Wells Fargo Advisors
Jackson Schott is a fiduciary financial advisor in Richmond, Virginia, with 2 years in the industry. Jackson joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1390 Gaskins Rd, Richmond, VA 23238
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Jackson
Local office(804) 750-2220Ask for Jackson. (314) 875-3000Main office · St. Louis, MO 1390 Gaskins RdRichmond, VA 23238Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Jackson
Tailored to Jackson’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 Jackson
How do I contact Jackson?
Call Jackson’s local office at (804) 750-2220 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jackson Schott.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jackson hold?
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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