Unclaimed
Jackson Watkins Barber is a financial advisor with over 20 years of experience in the industry. Jackson is currently registered with Vigilant Distributors, LLC and is based in Bryn Mawr, Pennsylvania. Jackson has held prior registrations with FRONTIER SOLUTIONS, LLC and JMP SECURITIES LLC. Jackson holds the Series 7, Series 63 and SIE licenses as well as the Series 65.
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.
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.
1
2
PA
05/15/2024 - Present
Vigilant Distributors, LLC (Bryn Mawr PA)
CA
08/20/2014 - 05/01/2024
FRONTIER SOLUTIONS, LLC (San Francisco CA)
CA
09/29/2004 - 07/09/2014
JMP SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 05/24/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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