Unclaimed
James Jackson is a financial advisor at Stairway Partners, LLC. James is a Chartered Financial Analyst and has experience working in the financial services industry since 1995. James has been with Stairway Partners, LLC since 2009. James offers financial planning, investment management, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
MN
01/03/2014 - Present
Stairway Partners, LLC (MINNEAPOLIS MN)
MN
01/02/2009 - 08/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/02/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/16/2003 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/16/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WI
03/01/1995 - 08/06/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 08/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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