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Elizabeth Ann Werner

Jackson National Life Distributors LLC

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About Elizabeth Ann Werner

Elizabeth Ann Werner has been in the securities industry since 1998. Currently, Elizabeth Werner is registered with Jackson National Life Distributors LLC in Lansing, Michigan. Elizabeth Werner is a registered principal, holding the Series 24 license. Elizabeth Werner is also a registered representative, holding the Series 7, 63, 62, 87, and SIE licenses. In the past, Elizabeth Werner was also registered with AIG Global Capital Markets Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, NFP Securities, Inc., Sandler, O'Neill & Partners, L.P., Goldman, Sachs & Co. and Alex. Brown & Sons Incorporated.

Firm Information

Elizabeth Werner 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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Elizabeth Werner’s Registration & Firm History

MI

10/12/2020 - Present

Jackson National Life Distributors LLC (LANSING MI)

CT

08/24/2012 - 09/11/2019

AIG GLOBAL CAPITAL MARKETS SECURITIES, LLC (WILTON CT)

NY

08/14/2007 - 02/22/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/20/2006 - 08/13/2007

NFP SECURITIES, INC. (NEW YORK NY)

NY

03/26/2003 - 02/15/2005

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

NY

10/10/1996 - 02/28/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

CT

09/20/1994 - 05/13/1996

NORTHINGTON CAPITAL MARKETS, INC. (AVON CT)

NA

10/13/1992 - 09/17/1993

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 10/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/19/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/05/1992

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Ann Werner.
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