Disclosures
Last updated: August 30, 2026
WHO WE ARE
Collective Wealth, LLC is an investment adviser registered in Oklahoma and Texas. Our CRD number is 321142. Nick Jackson is the firm's investment adviser representative and has been licensed in financial services since 2006. We work from Tulsa, Oklahoma.
Registration does not imply a certain level of skill or training. It means we are registered with the state, nothing more.
FORM ADV
Our Form ADV Part 2A brochure describes our services, fees, and conflicts of interest. Part 2B describes Nick's background and qualifications.
You can read both at any time on the SEC's Investment Adviser Public Disclosure site at adviserinfo.sec.gov. Search for Collective Wealth, LLC or CRD 321142. Ask us and we will send them to you directly.
HOW WE ARE PAID
Advisory fees. We charge an annual fee on the assets we manage. It is deducted from the account, so there is no bill to pay. Right now every client pays 1 percent a year, and sometimes less. Our agreement allows up to 2 percent, but that is a ceiling, not the price. Some planning work is billed hourly instead.
Insurance commissions. We are also licensed to sell insurance. When we place a life insurance policy or an annuity, the insurance company pays us a commission. That is a conflict of interest, because it gives us a financial reason to recommend insurance. You are never required to buy insurance through us, and you should know how we are paid before you decide anything.
WHAT THIS SITE IS AND IS NOT
Nothing here is an offer to buy or sell a security, or a recommendation for any specific person. Investing involves risk, including the possible loss of principal. No strategy guarantees a profit or protects against loss in a declining market. Past performance does not guarantee future results.
Insurance and annuity guarantees depend on the claims paying ability of the issuing company.
We do not provide legal or tax advice. We work alongside your attorney and your CPA rather than replacing them.
WHERE WE DO BUSINESS
We are registered in Oklahoma and Texas. We may work with clients in other states where we qualify for an exemption or where we register first.
LINKS TO OTHER SITES
This site may link to websites we do not control. We are not responsible for their content.
QUESTIONS
Nick Jackson
Collective Wealth, LLC
Tulsa, Oklahoma
918-927-4241