Charles Jackson
Southeast Asset Advisors · Tallahassee, Florida
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.
Request an introduction to Charles →
Specialties
Who they serve
- Multi-generational families
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 | $4.20B across 1,356 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, GA · CRD 2843067 |
| Exams passed | Series 65 (1996) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.assetadvisor.com |
How Charles's firm compares
- Southeast Asset Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 1,356 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
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.
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
- Southeast Asset Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.