Tamara L. Jackson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tamara Lynn Jackson, who also goes by Tami Jackson, Tamara Jacksonwhite, Tamara Lynn Jackson, Tamara Jackson, was a registered financial professional .
Tamara is a previously registered financial professional and started their career in finance in 1986. Tamara had worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7 and Series 52 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 12, 2025 - February 4, 2026
FORESIDE FUND SERVICES, LLC
April 8, 2022 - September 6, 2023
FORESIDE FINANCIAL SERVICES, LLC
November 25, 2020 - December 31, 2021
COMMONGOOD SECURITIES LLC
April 25, 2020 - October 10, 2020
ROCKFLEET FINANCIAL SERVICES, INC
January 15, 2018 - February 14, 2019
FUNDS DISTRIBUTOR, LLC
July 1, 2015 - February 29, 2016
AMUNDI DISTRIBUTORS USA, LLC
October 8, 2012 - April 15, 2015
FUNDS DISTRIBUTOR, LLC
March 5, 2009 - September 19, 2011
NORTHERN TRUST SECURITIES, INC.
June 15, 1994 - September 25, 1995
BANCAMERICA SECURITIES, INC.
February 24, 1994 - June 23, 1994
CITIGROUP GLOBAL MARKETS INC.
November 16, 1988 - January 17, 1989
CAPITAL BROKERAGE CORPORATION
March 19, 1986 - February 4, 1988
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
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
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