Jackson Courtney
Financial Consulate · Baltimore, Maryland
Jackson Courtney is a fee-only financial advisor at Financial Consulate in Baltimore, Maryland, who holds the CFP credential. Financial Consulate reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Consulate |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.10B across 3,375 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 7746190 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.financialphysical.com |
How Jackson's firm compares
- Financial Consulate's average account is about $325,000, from its Form ADV (assets managed divided by 3,375 accounts).
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Questions about Jackson
Is Jackson Courtney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Financial Consulate reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Financial Consulate, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jackson Courtney based?
Jackson Courtney is based in Baltimore, Maryland.
What credentials does Jackson Courtney hold?
Jackson Courtney holds the CFP credential.
Is Jackson Courtney registered with the SEC?
Yes. Jackson Courtney is registered as an investment adviser representative in MD (CRD 7746190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Consulate manage?
Financial Consulate reports $1.10B across 3,375 accounts in assets under management.
How do I contact Jackson Courtney?
Through Jackson's website, www.financialphysical.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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