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Elizabeth A. Werner

JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Lansing, MI 48951
Some features on this profile are disabled
CRD#: 2275370
EW

Professional summary

Elizabeth Ann Werner, who also goes by Elizabeth Ann Boelhouwer ^^, Elizabeth Ann Boelhouwer, Liz Ann ^^ Boelhouwer ^^, Liz Boelhouwer, Liz Ann ^^ Werner ^^, Liz Werner, Elizabeth Ann Werner, is a registered financial professional currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Lansing, Michigan.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 1992. Elizabeth has worked at 8 firms and has passed the Series 63, SIE, Series 87, Series 7, Series 62 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Elizabeth Ann Boelhouwer ^^ | Elizabeth Ann Boelhouwer | Liz Ann ^^ Boelhouwer ^^ | Liz Boelhouwer | Liz Ann ^^ Werner ^^ | Liz Werner | Elizabeth Ann Werner

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 Elizabeth Ann Werner'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 12, 2020 - Present

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Office #1: 1 Corporate Way, Lansing, MI 48951
BD
CRD#: 40178
Lansing, MI
Past

August 24, 2012 - September 11, 2019

AIG GLOBAL CAPITAL MARKETS SECURITIES, LLC

BD
CRD#: 157767
WILTON, CT
Past

August 14, 2007 - February 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 20, 2006 - August 13, 2007

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
NEW YORK, NY
Past

March 26, 2003 - February 15, 2005

SANDLER, O'NEILL & PARTNERS, L.P.

BD
CRD#: 23328
NEW YORK, NY
Past

October 10, 1996 - February 28, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

September 20, 1994 - May 13, 1996

NORTHINGTON CAPITAL MARKETS, INC.

BD
CRD#: 24469
AVON, CT
Past

October 13, 1992 - September 17, 1993

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

State Registrations and Notice Filings

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

RR
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

RR
Michigan
(10/12/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 9/8/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 9/19/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 10/5/1992
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/1/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

JN
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
JACKSON NATIONAL LIFE DISTRIBUTORS LLC | JACKSON NATIONAL LIFE DISTRIBUTORS, INC.

CRD#: 40178 / SEC#: , 8-48984

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
300 Innovation Dr, Franklin, TN 37067
Mailing Address
300 Innovation Dr, Franklin, TN 37067
Phone number
(800) 565-9044
Established
Delaware since 05/31/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JACKSON NATIONAL LIFE INSURANCE COMPANYOWNER
ASHIOTOU, MARINADIRECTOR8157690
BINIORIS, SAVVAS PANAGIOTISDIRECTOR6314984
CHILDS, GARETT JAMESDIRECTOR6288054
CRANMORE, HILARY RAEDIRECTOR4880665
GOLSON, ASHLEY SUZETTESVP, NATIONAL SALES DESK5461231
KAISER, HEIDI LYNNSENIOR VICE PRESIDENT AND GENERAL COUNSEL3001204
LOWRY, KRISTINE MARIEVICE PRESIDENT, FINOP AND CONTROLLER4168279
LUEBBERS, KEVIN JAMESSENIOR VICE PRESIDENT, NATIONAL SALES MANAGER4399095
LUPTON, RYAN DAVIDCHIEF COMPLIANCE OFFICER4822827
MASUCCI, GREGORY RSVP, STRATEGIC RELATIONSHIPS2659967
REED, ALISON RUSSINTERIM HEAD OF DISTRIBUTION3241221

Disclosures

Arbitration2

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.

Company Information

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178Lansing, MI 48951

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