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Member · Brandywine Oak Private Wealth LLC

Mark R. Jackson

CRD 5070165 · Named on Form ADV at one SEC-registered adviser

At a glance

Brandywine Oak Private Wealth LLC, an SEC-registered wealth manager based in Kennett Square, PA with $1.6 billion in regulatory assets, lists Mark R. Jackson on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Mark’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
1 firmLocked
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

  • Michael J. HenleyManaging Member and Chief Executive Officer, Brandywine Oak Private Wealth LLC
  • Peter C KimChief Investment Officer, Brandywine Oak Private Wealth LLC
  • ALISON C. DorsmanManaging Member/chief Operating Officer/co-Ceo, Brandywine Oak Private Wealth LLC
  • Brittany S. KalskyChief Compliance Officer, Brandywine Oak Private Wealth LLC

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