Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jode? Claim Your ProfileJode Lynne Jackson is a financial advisor with over 20 years of experience in the financial services industry. Jode Lynne Jackson currently works with U.S. Bancorp Investments, Inc. in Gig Harbor, WA and has been with the firm since January 2014. Prior to that, Jode Lynne Jackson was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and Seafirst Investment Services, Inc. Jode Lynne Jackson is registered in Washington and holds the following securities licenses: Series 6, Series 7, Series 63, and SIE. Jode Lynne Jackson focuses on providing financial planning, portfolio management, and publication of periodicals services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
01/10/2014 - Present
U.s. Bancorp Investments, Inc. (Gig Harbor WA)
WA
10/23/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TACOMA WA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
06/18/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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