wiseradvisor

Douglas R. Jackson
Boulevard Wealth Partners, A Member of Advisory Services Network, LLC

Tel: (615) 663-7387
41 Peabody Street
Nashville, TN 37210
Boulevard Wealth Partners, A Member of Advisory Services Network, LLC | Financial Advisor in Nashville ,TN

About Boulevard Wealth Partners, A Member of Advisory Services Network, LLC

Boulevard Wealth Partners is a fee-only financial planning firm located in Nashville, Tennessee. Our focus is helping people with complex financial planning issues related to retirement planning, tax reduction strategies, and portfolio management.


General Information

Firm Start Year:   2015
No.of Employees:   2-4
Insurance License#:   N/A
Name of Custodial Firm:   Pershing, TD Ameritrade, Fidelity
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks
I can meet clients in the following ways:   Via phone, Video Conference, At my office


Firm Information

Firm's Number of Clients:   62
Firm's Number of Planning Clients:   12
Firm's Number of Managed Clients:   50
Assets Managed by Firm:   $25,000,000
Advisor's Number of Clients:   62
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   12
Assets Managed by Advisor:   $25,000,000


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   .5% - 1.5%



Disclaimer

Boulevard Wealth Partners is a member of Advisory Services Networks, LLC (CRD 146051).

Douglas R. Jackson

Douglas R. Jackson

CFP®

Doug Jackson specializes in portfolio management, retirement income planning, and tax reduction strategies. He has extensive experience working with individuals, families, and small business to solve complex financial planning issues. Before starting Boulevard Wealth Partners, Doug served as the Regional Vice President for a global investment services firm. Doug is passionate about people and believes that deep interpersonal relationships are the key to helping his clients achieve financial success.

Beyond his work as a financial advisor. Doug and his wife Jenny spend their time and resources working with a local non-profit Homes for Homes, which provides shelter and basic human resources for local families in Honduras.

Doug is also an avid golfer and a member at Nashville Golf and Athletic Club.

Communities Served

Not Provided

Compensation Arrangements

Check

Social Networks

tweeter facebook linkedin