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Jackson Tak yan Lam

Siebert Williams Shank & CO., LLC

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About Jackson Tak yan Lam

Jackson Lam is a financial professional with experience in the securities industry. Jackson is currently registered with Siebert Williams Shank & Co., LLC, a firm with a national presence. Jackson has held previous roles with MetLife Securities Inc. and State Farm VP Management Corp. Jackson's professional qualifications include the Series 6, Series 27, and Series 63 examinations.

Firm Information

Jackson Lam is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

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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Jackson Lam’s Registration & Firm History

NY

11/28/2022 - Present

Siebert Williams Shank & CO., LLC (NEW YORK NY)

NY

09/13/2007 - 11/06/2007

METLIFE SECURITIES INC. (HAUPPAUGE NY)

IL

06/04/2004 - 01/05/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 09/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2022

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/11/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jackson Tak yan Lam.
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