Jackson Greer
Duncan Williams Asset Management · Memphis, Tennessee
Jackson Greer is a fee-only financial advisor at Duncan Williams Asset Management in Memphis, Tennessee. Jackson focuses on retirement planning, estate & legacy planning and tax planning. Duncan Williams Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Duncan Williams Asset Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.69B across 2,238 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 7548959 |
| Exams passed | Series 65 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.dwassetmgmt.com |
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Questions about Jackson
Is Jackson Greer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Duncan Williams Asset Management 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, Duncan Williams Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jackson Greer based?
Jackson Greer is based in Memphis, Tennessee.
What does Jackson specialize in?
Jackson's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Jackson works with retirees, pre-retirees and founders.
Is Jackson Greer registered with the SEC?
Yes. Jackson Greer is registered as an investment adviser representative in TN and TX (CRD 7548959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Duncan Williams Asset Management manage?
Duncan Williams Asset Management reports $2.69B across 2,238 accounts in assets under management.
How do I contact Jackson Greer?
Through Jackson's website, www.dwassetmgmt.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
- Duncan Williams Asset 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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