Stephen Jackson
ViaQuest Financial · Houston, Texas
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.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | ViaQuest Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Languages | Spanish |
| Assets under management | $174.4M across 559 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2036675 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | viaquestfinancial.com |
How Stephen's firm compares
- ViaQuest Financial's average account is about $312,000, from its Form ADV (assets managed divided by 559 accounts).
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Questions about Stephen
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.
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
- ViaQuest Financial 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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