William Jackson
Cahaba Wealth Management · Nashville, Tennessee
William Jackson is a fee-only financial advisor at Cahaba Wealth Management in Nashville, Tennessee, who holds the CFP credential. Cahaba Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cahaba Wealth Management |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 888 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, GA, TN · CRD 2781981 |
| Exams passed | Series 63 (1996) · Series 65 (2016) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.cahabawealth.com |
How William's firm compares
- Cahaba Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 888 accounts).
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Questions about William
Is William Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Cahaba Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Cahaba Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Jackson based?
William Jackson is based in Nashville, Tennessee.
What credentials does William Jackson hold?
William Jackson holds the CFP credential.
Is William Jackson registered with the SEC?
Yes. William Jackson is registered as an investment adviser representative in AL, GA and TN (CRD 2781981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cahaba Wealth Management manage?
Cahaba Wealth Management reports $2.06B across 888 accounts in assets under management.
How do I contact William Jackson?
Through William's website, www.cahabawealth.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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