Lindsay B. Jackson


Lindsay B. Jackson counsels broker-dealers, investment advisers, banks, insurance companies, institutional investors (including ERISA plan fiduciaries), and various intermediaries on the standards applicable to designing and providing advisory, brokerage, banking, custodial, and administrative products and service offerings. Lindsay has in-depth knowledge of the developing rules and market practices in the distribution of advice products, services, and offerings to retail investors, including, in particular, those investing through IRAs, SEPs, SIMPLES, 403(b) plans, and ERISA plans.