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James Peter Witkowski

Pacific Select Distributors, LLC

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About James Peter Witkowski

James Witkowski is a financial advisor with Pacific Select Distributors, LLC. James has been in the industry since 1995 and is registered with FINRA and the state of California. James's previous experience includes working with MetLife Investors Distribution Company and Jackson National Life Distributors, Inc. James holds the Series 6, 7, 26 and 63 licenses, along with the SIE exam.

Firm Information

James Witkowski is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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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James Witkowski’s Registration & Firm History

CA

04/14/2008 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

CA

02/09/2005 - 03/31/2008

METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)

CA

04/01/2002 - 01/27/2005

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

MN

11/22/1999 - 03/21/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/22/1999 - 03/21/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TN

03/14/1997 - 02/10/1999

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

CA

11/03/1998 - 02/05/1999

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

AZ

02/22/1994 - 02/13/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 04/24/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Peter Witkowski.
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