Investment adviser representative · Financial Consulate
Jackson A. Courtney
CRD 7746190 · Hunt Valley, MD
At a glance
Jackson A. Courtney is an investment adviser representative with Financial Consulate in Hunt Valley, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jackson’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Financial ConsulateSince June 2023Hunt Valley, MD · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jackson’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Financial Consulate
- Roger I. Bair IIIHunt Valley · Certified Financial Planner
- Charles B. Bender IIIHunt Valley · Certified Financial Planner
- Madison M. BennettHunt Valley · Certified Financial Planner
- Graham P. EwingHunt Valley · Certified Financial Planner
- Leo A. LavezzaHunt Valley · Certified Financial Planner
- Justin K. LinthicumHunt Valley · Certified Financial Planner
- Michael P. McCarthyHunt Valley · Certified Financial Planner, Personal Financial Specialist
- Christopher J. O'SheaHunt Valley · Certified Financial Planner
Every advisor at Financial Consulate →Financial Consulate: assets, clients and custodians →Financial advisors in Hunt Valley, MD →Every Financial Consulate advisor in Hunt Valley →Advisor Moves: who changed firms this week →