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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Jackman is a financial advisor with over 25 years of experience in the industry. He is currently registered with LPL Financial LLC in Salem, Oregon. Robert Jackman has also worked with other firms including Capstone Wealth Advisors, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., Charles Schwab & Co., Inc., Paulson Investment Company, Inc., and First Investors Corporation. Robert Jackman is a Chartered Financial Analyst (CFA) and holds the Series 6, 7, 8, 31, 63, and 65 licenses. He is a member of FINRA and has a proven track record of providing investment advice and financial planning services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
03/28/2013 - Present
LPL Financial LLC (SALEM OR)
OR
01/01/2008 - 10/19/2009
WELLS FARGO ADVISORS, LLC (SALEM OR)
OR
10/05/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SALEM OR)
NY
05/29/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
09/10/1993 - 02/25/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OR
10/26/1992 - 06/07/1993
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NJ
01/06/1992 - 02/25/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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