# Stephen Jackson

> Stephen Jackson is a fee-only financial advisor at ViaQuest Financial in Houston, Texas. ViaQuest Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-jackson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ViaQuest Financial
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Languages:** Spanish
- **Assets under management (firm):** $174.4M across 559 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2036675 (https://adviserinfo.sec.gov/individual/summary/2036675)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1990), Series 65 (1999)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://viaquestfinancial.com/

## Frequently asked questions

### Is Stephen Jackson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and ViaQuest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, ViaQuest Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### What languages does Stephen work in?

Besides English, ViaQuest Financial offers service in Spanish, according to its website.

### Where is Stephen Jackson based?

Stephen Jackson is based in Houston, Texas.

### Is Stephen Jackson registered with the SEC?

Yes. Stephen Jackson is registered as an investment adviser representative in TX (CRD 2036675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ViaQuest Financial manage?

ViaQuest Financial reports $174.4M across 559 accounts in assets under management.

### How do I contact Stephen Jackson?

Through Stephen's website, viaquestfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2036675): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://viaquestfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.