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Stephanie Kane Jackels

First Southern, LLC

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About Stephanie Kane Jackels

Stephanie Jackels is a financial professional with over 10 years of experience in the industry. Stephanie currently works at First Southern, LLC in Guaynabo, PR and has previously held positions at several other firms. Stephanie is licensed to sell securities and has a Series 27, SIE, and Series 99TO license. Stephanie is dedicated to providing her clients with exceptional service and customized financial solutions.

Firm Information

Stephanie Jackels is currently registered with First Southern, LLC. First Southern, LLC is a Limited Liability Company formed on February 24, 2016, and is registered in 35 states and approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

23

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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Stephanie Jackels’s Registration & Firm History

PR

04/06/2017 - Present

First Southern, LLC (GUAYNABO PR)

GA

12/12/2011 - 12/31/2020

REGISTER FINANCIAL ASSOCIATES, INC. (ATLANTA GA)

GA

04/06/2017 - 10/05/2020

FIRST SOUTHERN SECURITIES, LLC. (ALPHARETTA GA)

CA

01/04/2016 - 08/07/2020

LUMOS PARTNERS, LLC (PLEASANTON CA)

GA

11/01/2018 - 10/01/2019

CHURCHILL STATESIDE SECURITIES, LLC (Alpharetta GA)

FL

01/17/2018 - 12/31/2018

CROWDVEST SECURITIES, LLC. (HUTCHINSON ISLAND FL)

MD

09/29/2015 - 05/02/2017

GEM SECURITIES, LLC (BETHESDA MD)

NY

02/15/2012 - 05/08/2014

DIVINE CAPITAL MARKETS LLC (NEW YORK NY)

NY

01/02/2014 - 04/02/2014

EUROLINK SECURITIES LLC (NEW ROCHELLE NY)

NY

11/19/2012 - 04/02/2014

MYSTIC CAPITAL MARKETS GROUP, LLC (NEW YORK NY)

NY

01/03/2012 - 03/07/2014

GENTRY SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/11/2011

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Kane Jackels.
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