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Timothy James Lipsey

Jackson National Life Distributors LLC

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About Timothy James Lipsey

Timothy Lipsey is a financial professional with over 20 years of experience in the industry. Timothy currently holds a Series 6 and SIE license. Timothy has worked at Jackson National Life Distributors LLC since 2015.

Firm Information

Timothy Lipsey 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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Timothy Lipsey’s Registration & Firm History

MI

12/01/2015 - Present

Jackson National Life Distributors LLC (LANSING MI)

NJ

08/10/1998 - 04/13/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy James Lipsey.
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