Managing Director of Operations & IT · Cumberland Advisors
Donna M. Jackson
CRD 6398847 · Named on Form ADV at one SEC-registered adviser
At a glance
Cumberland Advisors, an SEC-registered wealth manager based in Sarasota, FL with $3.2 billion in regulatory assets, lists Donna M. Jackson on its Form ADV as Managing Director of Operations & IT, a control person.
Firms and roles
- Cumberland AdvisorsManaging Director of Operations & ITWealth manager · Sarasota, FL · $3.2B in regulatory assets
AtlasMembers
Donna’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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 (6)
- John R. MousseauChief Investment Officer, Cumberland Advisors
- Phyllis A. StreitTreasurer, Chief Financial Officer, Cumberland Advisors
- Mark J. MyersChief Operating Officer, Cumberland Advisors
- Matthew C. McAleerPresident of Private Wealth Management, Cumberland Advisors
- Benjamin C. PeasePresident of Asset Management, Cumberland Advisors
1 more person named with Donna on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.