David Jackson
Colarion · Mountain Brook, Alabama
David Jackson is a fee-only financial advisor at Colarion in Mountain Brook, Alabama, who holds the CFP credential. Colarion reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Colarion |
|---|---|
| Based in | Mountain Brook, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $188.3M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, SC · CRD 7195542 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fivepoint.substack.com |
How David's firm compares
- Colarion's average account is about $1.3 million, from its Form ADV (assets managed divided by 148 accounts).
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Questions about David
Is David Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Colarion reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Colarion, reports charging a percentage of assets on its SEC Form ADV.
Where is David Jackson based?
David Jackson is based in Mountain Brook, Alabama.
What credentials does David Jackson hold?
David Jackson holds the CFP credential.
Is David Jackson registered with the SEC?
Yes. David Jackson is registered as an investment adviser representative in FL, NC and SC (CRD 7195542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colarion manage?
Colarion reports $188.3M across 148 accounts in assets under management.
How do I contact David Jackson?
Through David's website, fivepoint.substack.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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