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Advisors / South Carolina / Daniel Island
2yrs

Jackson Weeks

Financial advisor at Cetera Investment Advisers

Jackson Weeks has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Daniel Island, South Carolina. Jackson joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 70 advisors with offices in Daniel Island, and one of 69 fiduciaries.

Daniel Island, SC 29492Fiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office225 Seven Farms Drive Suite 106, Daniel Island, SC 29492
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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

  1. Oct 2024 – now

Questions to ask Jackson

Tailored to Jackson’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Cetera Investment Advisers at (310) 257-7880 and ask for Jackson Weeks. Jackson works from the Daniel Island, SC office.

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?

Cetera Investment Advisers 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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