David Jackson
Del Mar Wealth Management · Del Mar, California
David Jackson is a fee-only financial advisor at Del Mar Wealth Management in Del Mar, California. David focuses on retirement planning and estate & legacy planning. Del Mar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Del Mar Wealth Management |
|---|---|
| Based in | Del Mar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.9M across 263 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2267352 |
| Exams passed | Series 63 (1992) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.delmarwm.com |
How David's firm compares
- Del Mar Wealth Management's average account is about $646,000, from its Form ADV (assets managed divided by 263 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 Del Mar Wealth Management 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, Del Mar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Jackson based?
David Jackson is based in Del Mar, California.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
Is David Jackson registered with the SEC?
Yes. David Jackson is registered as an investment adviser representative in CA (CRD 2267352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Del Mar Wealth Management manage?
Del Mar Wealth Management reports $169.9M across 263 accounts in assets under management.
How do I contact David Jackson?
Through David's website, www.delmarwm.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
- Del Mar Wealth Management 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.
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