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Jeffory Harrison Castledine

Pacific Select Distributors, LLC

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About Jeffory Harrison Castledine

Jeffory Harrison Castledine is a financial advisor with Pacific Select Distributors, LLC. Jeffory has been in the financial services industry since November 4, 1998. Jeffory holds the Series 6, Series 26 and Series 63 licenses. Jeffory is registered to provide investment advice in Alaska, Colorado, Idaho, Montana, Nebraska, Oregon, Utah, Washington and Wyoming. Jeffory was previously registered with Jackson National Life Distributors, Inc., MML Investors Services, Inc., Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC. Jeffory has a branch office location at 700 Newport Center Drive, Newport Beach, California.

Firm Information

Jeffory Castledine 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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Jeffory Castledine’s Registration & Firm History

CA

11/16/2005 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

TN

11/24/2003 - 09/28/2005

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

MA

11/10/1998 - 11/18/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

WI

10/02/1998 - 10/20/1998

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

08/24/1998 - 10/20/1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 08/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffory Harrison Castledine.
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