Avery Elizabeth Jackson
Investment Adviser Representative at Capita Financial Network, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Avery Elizabeth Jackson is an investment adviser representative with Capita Financial Network, LLC in Draper, UT, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Utah.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capita Financial NetworkAug 2025 – no end date reportedDraper, UT
- Goldman SachsJul 2024 – Aug 2025Salt Lake City, UT
- Brigham Young UniversityAug 2023 – Jul 2024Provo, UT
- Goldman SachsJun 2023 – Aug 2023Salt Lake City, UT
- Brigham Young UniversitySep 2022 – Jun 2023Provo, UT
- Summit Academy SchoolsAug 2016 – Sep 2022Draper, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capita Financial Network, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Draper, UT
- SEC file number:
- 801-112411
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Capita Financial Network, LLC
Showing 12 of 35 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Avery Elizabeth Jackson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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