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Matthew Adam North

Jackson National Life Distributors LLC

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About Matthew Adam North

Matthew Adam North is a registered representative with Jackson National Life Distributors LLC, a firm based in Lansing, MI. Matthew has been in the financial services industry since April 22, 2004. Matthew has several licenses and certifications, including Series 7, Series 24, Series 53, and Series 28. Matthew also has a Series 63 license and is registered with the state of Michigan.

Firm Information

Matthew North 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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Matthew North’s Registration & Firm History

MI

10/16/2023 - Present

Jackson National Life Distributors LLC (LANSING MI)

MI

08/02/2023 - 09/18/2023

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Okemos MI)

IA

08/02/2023 - 09/18/2023

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

MI

06/16/2021 - 05/05/2022

GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)

MI

12/23/2013 - 05/17/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)

MI

08/31/2007 - 12/24/2013

SCOTTRADE, INC. (NOVI MI)

MI

12/08/2006 - 08/30/2007

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

MI

06/30/2005 - 08/30/2007

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MI

05/20/2003 - 03/08/2005

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MI

06/05/2002 - 03/14/2003

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

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Licenses & Designations

BC

Issued 06/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2004

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 07/28/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/23/2002

Series 4 - Registered Options Principal Examination

BC

Issued 09/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Adam North.
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