James Gerrard Jackson

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • JULIAN HARRIS ADVISER NETWORK LIMITED

    FRN 304155

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
    • CF30 Customer (since 25 Mar 2026)
  • Julian Harris Financial Consultants

    FRN 153566

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • Appointed representative dealing with clients for which they require qualification (since 19 Dec 2025)
    • CF30 Customer (since 18 Dec 2025)
  • Fortus Wealth Management Limited

    FRN 985590

    • (2)Employed By (since 18 Dec 2025)
  • Quilter Cheviot Limited (no longer approved here)

    FRN 124259

    • [FCA CF] Client dealing (16 Apr 2025 to 4 Jul 2025)
    • [FCA CF] Functions requiring qualifications (16 Apr 2025 to 4 Jul 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (11 Jul 2022 to 16 Apr 2025)
    • CF30 Customer (24 Jun 2022 to 16 Apr 2025)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (200)Employed By (24 Jun 2022 to 16 Apr 2025)
  • Tudor Financial Consultants Limited (no longer approved here)

    FRN 216553

    • Employed By (7 May 2020 to 13 May 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (7 May 2020 to 13 May 2022)
    • Appointed representative dealing with clients for which they require qualification (6 May 2020 to 13 May 2022)

Recent activity

Updates to this individual's record on the FCA register.

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