Jackson Roberts
Pallas Capital Advisors · Braintree, Massachusetts
Jackson Roberts is a fee-only financial advisor at Pallas Capital Advisors in Braintree, Massachusetts. Jackson focuses on estate & legacy planning, retirement planning and small business owners. Pallas Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Pallas Capital Advisors |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.31B across 4,210 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7550220 |
| Exams passed | Series 65 (2024) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | pallascapitaladvisors.com |
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Questions about Jackson
Is Jackson Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Pallas Capital Advisors 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, Pallas Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jackson Roberts based?
Jackson Roberts is based in Braintree, Massachusetts.
What does Jackson specialize in?
Jackson's specialties include estate & legacy planning, retirement planning, small business owners and equity compensation. Jackson works with ultra high net worth.
Is Jackson Roberts registered with the SEC?
Yes. Jackson Roberts is registered as an investment adviser representative in MA (CRD 7550220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pallas Capital Advisors manage?
Pallas Capital Advisors reports $4.31B across 4,210 accounts in assets under management.
How do I contact Jackson Roberts?
Through Jackson's website, pallascapitaladvisors.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
- Pallas Capital 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.
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