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Lee Jackson

Whitepapers for Business

The Power of Charity in Succession Planning

Quantifying Transferable Enterprise Value in Small to Medium Size Enterprises (SMEs)

The Fabled Wealth Transfer: Urban Legend or Reality?©

Transferable Enterprise Value

Properly Structuring & Maintaining an ESOP

The Section 1042 Capital Gains Tax Deferral

LPL Financial Form CRS

H. Lee Jackson,
Private Wealth
Management Services
Making Retirement and Business Planning Easier
LPL Financial
1067 Woodley Road, Suite B1
Montgomery, AL 36106
Tel: 334-676-2288
Fax: 334-676-1703
Email: Lee.jackson@lpl.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arkansas, California, Florida, Georgia, Indiana, Mississippi, South Carolina, Tennessee, Virginia.

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