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Advisor

Ben Jackson

Street Light Wealth Management · Dallas, Texas

Ben Jackson is a fee-only financial advisor at Street Light Wealth Management in Dallas, Texas, who holds the CFA credential. Street Light Wealth Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmStreet Light Wealth Management
Based in Dallas, Texas
Fee model (firm's Form ADV)Percentage of assets
Assets under management$3.9M across 13 accounts
CredentialsCFA
SEC registration Investment adviser representative in TX · CRD 4863398
Exams passedSeries 66 (2010)
Firm size1 employee
Disclosures None reported
Websitewww.thewallstreetlight.com
LinkedInProfile

How Ben's firm compares

  • Street Light Wealth Management's average account is about $299,000, from its Form ADV (assets managed divided by 13 accounts).

What fee-only advisors charge in Texas

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Questions about Ben

Is Ben Jackson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ben holds no broker registration, and Street Light Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Ben charge for financial advice?

Ben's firm, Street Light Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Ben Jackson based?

Ben Jackson is based in Dallas, Texas.

What credentials does Ben Jackson hold?

Ben Jackson holds the CFA credential.

Is Ben Jackson registered with the SEC?

Yes. Ben Jackson is registered as an investment adviser representative in TX (CRD 4863398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Street Light Wealth Management manage?

Street Light Wealth Management reports $3.9M across 13 accounts in assets under management.

How do I contact Ben Jackson?

Through Ben's website, www.thewallstreetlight.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Dallas

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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