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Partner, Senior Portfolio Manager · Ironwood Investment Counsel, LLC

Brian N. Jackson

CRD 4714781 · Named on Form ADV at one SEC-registered adviser

At a glance

Ironwood Investment Counsel, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $1.8 billion in regulatory assets, lists Brian N. Jackson on its Form ADV as Partner, Senior Portfolio Manager.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew J. CarterManaging Partner/chief Compliance Officer, Ironwood Investment Counsel, LLC
  • Matthew S. KellyPartner, Senior Wealth Advisor, Ironwood Investment Counsel, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.