Brian Jackson
Ironwood Investment Counsel · Scottsdale, Arizona
Brian Jackson is a fee-only financial advisor at Ironwood Investment Counsel in Scottsdale, Arizona, who holds the CFP and CFA credentials. Ironwood Investment Counsel reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Ironwood Investment Counsel |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.76B across 2,525 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 4714781 |
| Exams passed | Series 63 (2003) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | ironwoodic.com |
How Brian's firm compares
- Ironwood Investment Counsel's average account is about $696,000, from its Form ADV (assets managed divided by 2,525 accounts).
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Questions about Brian
Is Brian Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Ironwood Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Ironwood Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Jackson based?
Brian Jackson is based in Scottsdale, Arizona.
What credentials does Brian Jackson hold?
Brian Jackson holds the CFP and CFA credentials.
Is Brian Jackson registered with the SEC?
Yes. Brian Jackson is registered as an investment adviser representative in AZ and TX (CRD 4714781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironwood Investment Counsel manage?
Ironwood Investment Counsel reports $1.76B across 2,525 accounts in assets under management.
How do I contact Brian Jackson?
Through Brian's website, ironwoodic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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