Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jackman is a financial advisor with over 28 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. in Chicago, Illinois. Previously, Brian was registered with TRIAD ADVISORS LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION and PRUCO SECURITIES CORPORATION. Brian is licensed in Illinois and holds various securities licenses including Series 6, 7, 24, 53, 55, 63, 65, 99TO, and SIE. Brian specializes in providing financial planning, portfolio management and pension consulting to individuals, businesses and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
08/23/2024 - Present
Osaic Wealth, Inc. (Chicago IL)
IL
05/05/2023 - 08/23/2024
TRIAD ADVISORS LLC (Chicago IL)
IL
10/01/2012 - 05/25/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
OH
08/03/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
04/21/1994 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
03/21/1990 - 03/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/21/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2016
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/09/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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