Jamie M. Teschner

FORESIDE FUND SERVICES

Portland, ME 04101

Some features on this profile are disabled

CRD#: 1040355

Professional summary

Jamie Michael Teschner, who also goes by Jamie Teschner, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Portland, Maine.

Jamie is registered as a RR (Registered Representative) and started their career in finance in 1982. Jamie has worked at 5 firms and has passed the Series 63, Series 6TO, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jamie Teschner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jamie Michael Teschner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 28, 2022 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

CRD#: 46106

Portland, ME

Past

June 29, 2004 - July 12, 2017

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

October 10, 2003 - June 15, 2004

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

March 14, 1997 - January 31, 2002

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

September 9, 1982 - March 21, 1997

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/13/2022)

Florida
(8/24/2023)

Georgia
(12/13/2022)

Kentucky
(6/25/2024)

Louisiana
(6/14/2023)

Mississippi
(12/13/2022)

New Jersey
(8/12/2024)

North Carolina
(6/14/2023)

South Carolina
(6/14/2023)

Tennessee
(12/13/2022)

Texas
(10/9/2023)

Exams

State Security Law Exam

Series 63

Date: 12/8/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/27/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 7/22/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/5/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FORESIDE FUND SERVICES, LLC

FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(207) 553-7110

Established

Delaware since 09/08/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKI	PRES/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145
STROUT, ALICIA KIMBERLY	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT	6320351

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Diana London

PFS INVESTMENTS INC.

IAR

Windham, ME

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jamie M. Teschner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jamie Michael Teschner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY DISTRIBUTORS COMPANY LLC

MORGAN KEEGAN & COMPANY, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

FEDERATED SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/8/2022

Series 6TO

Date: 10/27/2022

Series 7

Date: 7/22/2013

Series 6

Date: 4/5/1982

FINRA

Current Firm

FORESIDE FUND SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FORESIDE FUND SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors