Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames R Jackson is a Registered Representative with W&S Brokerage Services, Inc. James has been in the financial services industry since March 30, 2009. James holds the Series 6, 7, and 63 licenses, as well as the SIE exam. James is located in San Diego, California. James has been registered with W&S Brokerage Services, Inc. since April 18, 2017. James previously worked for Park Avenue Securities LLC from June 11, 2008 to September 4, 2013. W&S Brokerage Services, Inc. is a registered broker-dealer and investment advisor.
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.
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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
CA
04/18/2017 - Present
W&S Brokerage Services, Inc. (San Diego CA)
CA
04/01/2014 - 01/23/2017
W&S BROKERAGE SERVICES, INC. (SAN DIEGO CA)
CA
06/11/2008 - 09/04/2013
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
BC
Issued 07/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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