# Charles Jackson

> Charles Jackson is a fee-only financial advisor at Southeast Asset Advisors in Tallahassee, Florida, who holds the CFA credential. Charles focuses on family wealth transfer. Southeast Asset Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-jackson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Southeast Asset Advisors
- **Based in:** Tallahassee, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $4.20B across 1,356 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2843067 (https://adviserinfo.sec.gov/individual/summary/2843067)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 65 (1996)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.assetadvisor.com

## Frequently asked questions

### Is Charles Jackson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Southeast Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Southeast Asset Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Charles Jackson based?

Charles Jackson is based in Tallahassee, Florida.

### What does Charles specialize in?

Charles's specialties include family wealth transfer. Charles works with multi-generational families.

### What credentials does Charles Jackson hold?

Charles Jackson holds the CFA credential.

### Is Charles Jackson registered with the SEC?

Yes. Charles Jackson is registered as an investment adviser representative in FL and GA (CRD 2843067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Southeast Asset Advisors manage?

Southeast Asset Advisors reports $4.20B across 1,356 accounts in assets under management.

### How do I contact Charles Jackson?

Through Charles's website, www.assetadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2843067): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.assetadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.