Catherine Jackson
Marks Wealth Management · Ellicott City, Maryland
Catherine Jackson is a fee-only financial advisor at Marks Wealth Management in Ellicott City, Maryland, who holds the CFP credential. Marks Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marks Wealth Management |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $409.2M across 881 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 6620068 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.marksmw.com |
How Catherine's firm compares
- Marks Wealth Management's average account is about $464,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Catherine
Is Catherine Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Marks Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Marks Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Catherine Jackson based?
Catherine Jackson is based in Ellicott City, Maryland.
What credentials does Catherine Jackson hold?
Catherine Jackson holds the CFP credential.
Is Catherine Jackson registered with the SEC?
Yes. Catherine Jackson is registered as an investment adviser representative in MD and TX (CRD 6620068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marks Wealth Management manage?
Marks Wealth Management reports $409.2M across 881 accounts in assets under management.
How do I contact Catherine Jackson?
Through Catherine's website, www.marksmw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ellicott City
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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