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Anthony Peter Psomas

Jackson National Life Distributors LLC

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About Anthony Peter Psomas

Anthony Psomas is a financial professional with over 30 years of experience in the industry. He currently works with Jackson National Life Distributors LLC, a company he joined in 2006. Anthony has held various positions at several firms, including Wachovia Securities, LLC, First Union Brokerage Services, Inc., and Citicorp Investment Services, gaining extensive experience in the financial sector. He holds the Series 63, Series 7, and SIE licenses, demonstrating his commitment to staying current with industry regulations and best practices. Anthony is registered in New Jersey and Pennsylvania, indicating a strong focus on serving clients in these areas.

Firm Information

Anthony Psomas is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Anthony Psomas’s Registration & Firm History

TN

07/19/2006 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

MO

10/01/2000 - 06/02/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

06/26/1996 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NA

05/28/1996 - 06/19/1996

FIRST UNION BROKERAGE SERVICES, INC.

NY

04/11/1996 - 06/05/1996

SAPERSTON FINANCIAL INC. (BUFFALO NY)

GA

02/20/1996 - 04/16/1996

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

NY

06/01/1992 - 02/13/1996

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

02/22/1993 - 07/17/1995

FINANCIAL HORIZONS SECURITIES CORPORATION

NA

05/13/1992 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NJ

08/27/1990 - 04/21/1992

FIRST INVESTORS CORPORATION (EDISON NJ)

NY

03/15/1990 - 08/22/1990

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/06/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Peter Psomas.
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