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Juan M Jackson

Samuel A. Ramirez & Company, Inc.

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About Juan M Jackson

Juan M. Jackson is a registered representative with Samuel A. Ramirez & Company, Inc. Juan has over 30 years of experience in the financial services industry. Juan has a strong track record of success in helping clients achieve their financial goals. Juan has a Series 7, Series 63, and SIE license. Juan is registered in the states of Georgia, New Jersey, New York, and Virginia. Juan's previous experience includes positions at Northwestern Mutual Investment Services, LLC, MetLife Securities Inc., HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., Chase Investment Services Corp., Dean Witter Reynolds Inc., Carnegie Investor Services Inc., Securities USA, Inc., Monmouth Investments, Inc., and Investors Center, Inc.

Firm Information

Juan Jackson is currently registered with Samuel A. Ramirez & Company, Inc.. Samuel A. Ramirez & Company, Inc. is a corporation formed in 1971. It is registered in 51 states and the District of Columbia, as well as with the Securities and Exchange Commission (SEC). The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

118

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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Juan Jackson’s Registration & Firm History

NY

02/28/2013 - Present

Samuel A. Ramirez & Company, Inc. (NEW YORK NY)

NY

03/01/2010 - 02/24/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NY

07/25/2007 - 02/19/2010

METLIFE SECURITIES INC. (BROOKLYN NY)

NY

01/01/2005 - 04/22/2005

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

09/15/2004 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

IL

07/20/1994 - 09/09/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

07/20/1989 - 06/09/1994

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

06/29/1989 - 07/31/1989

CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)

CO

04/12/1989 - 06/27/1989

SECURITIES USA, INC. (ENGLEWOOD CO)

NA

03/03/1989 - 03/27/1989

MONMOUTH INVESTMENTS, INC.

NA

06/21/1988 - 03/10/1989

INVESTORS CENTER, INC.

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Licenses & Designations

BC

Issued 07/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan M Jackson.
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