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Jason Paul Pacheco

Jackson National Life Distributors LLC

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About Jason Paul Pacheco

Jason Paul Pacheco is a financial advisor who is registered with the state of Tennessee. Jason has been in the industry for over 20 years and has experience with various financial products and services. Jason is currently employed with Jackson National Life Distributors LLC, where he provides clients with a variety of financial services. Prior to his current role, Jason held positions at Stifel, Nicolaus & Company, Incorporated and Charles Schwab & Co., Inc.. Jason has a strong understanding of the financial markets and a commitment to providing excellent customer service. He is committed to helping his clients achieve their financial goals and is dedicated to providing them with the knowledge and resources they need to make informed decisions.

Firm Information

Jason Pacheco is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

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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Jason Pacheco’s Registration & Firm History

TN

05/28/2004 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

MO

07/13/2000 - 07/27/2001

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

TX

02/02/2000 - 07/07/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 12/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/20/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Paul Pacheco.
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