Christopher Joseph Jackson
Financial advisor at Trunorth Financial Services, Inc. · Chambersburg, PA
Last updated 2026-10-10
Claim your profileChristopher Joseph Jackson is a financial advisor at Trunorth Financial Services, Inc. in Chambersburg, PA, CRD 6039756. Licenses and exams on the registration: Series 65. IAPD registration began 2012-03-14.
Registration
- CRD number
- 6039756
- Registration status
- Active
- IAPD registration
- 2012-03-14
- Industry Experience
- 14 years
- Work Experience
- 12 years
- States registered
- MD, PA
Licenses and exams
- Series 65
Work history
- 2013-12 to 2016-12 · PNC Wealth Mgmt · Camphill, PA
- 2016-12 to Present · Tucker Financial Services, Inc. · Chambersburg, PA
Current employment
- Trunorth Financial Services, Inc. · Chambersburg, PA
Trunorth Financial Services, Inc.
- Regulatory AUM
- $309,492,678
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $695.5K (Low)
- High-net-worth client ratio
- 19.8% (Moderate)
Trunorth Financial Services, Inc.: advisors, services and reported ETF investments
About
Christopher Joseph Jackson is a financial advisor at Trunorth Financial Services, Inc. in Chambersburg, PA. Reported securities licenses include Series 65. The latest record indicates 14 years of industry experience and 12 years of reported work history. Reported roles include Tucker Financial Services, Inc., PNC Wealth Mgmt.
SEC disclosures list additional business and community activities: 1: River road invest club - shippensburg, pa, 2 hours per month to discuss not only investments but other happenings in the world; Not compensated.
Trunorth Financial Services, Inc.'s firm-level Form ADV reports 3 advisors across 1 offices; approximately 148.3 clients per advisor, average assets per client of $695,489, and regulatory AUM of $309.5M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Publication of Periodicals or Newsletters, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $96.4M across 27 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher Joseph Jackson personally.
Reported ETF positions
Trunorth Financial Services reports 27 ETF positions worth $96.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DGRO — iShares Core Dividend Growth ETF | $17.9M |
| SCHD — Schwab US Dividend Equity ETF | $15.5M |
| DLN — WisdomTree U.S. LargeCap Dividend Fund | $14.5M |
| VYM — Vanguard High Dividend Yield ETF | $14.3M |
| VGSH — Vanguard Short-Term Treasury ETF | $6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Trunorth Financial Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $526.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $560K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | DLN — WisdomTree U.S. LargeCap Dividend Fund | $14.5M | Top 98.1% | Residual alpha +1.23% · Residual Sharpe 0.09 |
| Diversification Benefits | PKW — Invesco BuyBack Achievers ETF | $1.5M | Top 76.4% | Replicability (R²) 93.7% · Residual Sharpe 0.10 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Trunorth Financial Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Location
425 Phoenix Drive, Chambersburg, PA 17201
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 717-267-1426
- Website: trunorthfs.com
Official record
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