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JB

Jackson W. Barber

VIGILANT DISTRIBUTORS
Bryn Mawr, PA 19010
Some features on this profile are disabled
CRD#: 2488599
JB

Professional summary

Jackson Watkins Barber, who also goes by A. Jackson Watkins Barber, Andrew Jackson Watkins Barber, Jack Barber, is a registered financial professional currently at VIGILANT DISTRIBUTORS, LLC located in Bryn Mawr, Pennsylvania.

Jackson is registered as a RR (Registered Representative) and started their career in finance in 2004. Jackson has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

A. Jackson Watkins Barber | Andrew Jackson Watkins Barber | Jack Barber

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 Jackson Watkins Barber's 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

May 15, 2024 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 925 W. Lancaster Ave. Suite 220, Bryn Mawr, PA 19010
BD
CRD#: 285573
Bryn Mawr, PA
Past

August 20, 2014 - May 1, 2024

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
San Francisco, CA
Past

September 29, 2004 - July 9, 2014

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
SAN FRANCISCO, CA

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
California
(5/15/2024)
RR
Georgia
(5/15/2024)
RR
Maryland
(5/15/2024)
RR
New York
(5/15/2024)
RR
North Carolina
(5/15/2024)
RR
South Carolina
(5/15/2024)
RR
Virginia
(5/15/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/24/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/26/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VD
VIGILANT DISTRIBUTORS, LLC
HERALD INVESTMENT MARKETING, LLC | VIGILANT DISTRIBUTORS, LLC

CRD#: 285573 / SEC#: , 8-69854

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

Main Address
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317
Mailing Address
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317
Phone number
(610) 558-1750
Established
Pennsylvania since 06/13/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CHADDS FORD INVESTMENT MANAGEMENT, LLCOWNER
CHISM, PATRICK ANDREWCEO AND CCO2875421
FAIA, SALVATORE ROCCO IIPRINCIPAL OPERATIONS OFFICER6813402
SCARPATI, GERARDCFO AND PRINCIPAL FINANCIAL OFFICER2313132

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

VIGILANT DISTRIBUTORS, LLC

CRD#: 285573Bryn Mawr, PA 19010

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