James C. Jackson

STAIRWAY PARTNERS

MINNEAPOLIS, MN 55410

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CRD#: 2567342

Professional summary

James Cameron Jackson, who also goes by James C Jackson, Jamie Jackson, is a registered financial advisor currently at STAIRWAY PARTNERS, LLC located in Minneapolis, Minnesota.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. James has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James C Jackson | Jamie Jackson

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) - RIA

Click below to view James Cameron Jackson'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

August 26, 2009 - Present

STAIRWAY PARTNERS, LLC

Office #1: 4999 France Avenue South Suite 260, Minneapolis, MN 55410Office #2: 4999 France Avenue South Suite 260, Minneapolis, MN 55410-1734

RIA

CRD#: 133157

MINNEAPOLIS, MN

Past

January 2, 2009 - August 27, 2009

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

MINNEAPOLIS, MN

Past

January 2, 2008 - January 2, 2009

RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135

MINNEAPOLIS, MN

Past

December 16, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 16, 2003 - December 31, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 1, 1995 - August 6, 1997

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STAIRWAY PARTNERS, LLC

CRD#: 133157 / SEC#: 801-63583

RIA

Registered Investment Advisory firm - (10/29/2004 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/26/2009)

IAR

Minnesota
(1/3/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/28/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STAIRWAY PARTNERS, LLC

CRD#: 133157 / SEC#: 801-63583

RIA

Registered Investment Advisory firm - (10/29/2004 Approved)

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Contact information

Main Address

4999 France Avenue South Suite 260, Minneapolis, MN 55410-1734

Mailing Address

Phone number

(630) 371-2626

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STAIRWAY PARTNERS,LLC BROCHURE (4/22/2025)

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 2,025,875,385

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.

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Advisor Monitoring

Firm Stability Insights

James C. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Cameron Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

RIVERSOURCE DISTRIBUTORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

STAIRWAY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2004

Series 7

Date: 12/15/2003

Series 6

Date: 2/28/1995

Current Firm

STAIRWAY PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STAIRWAY PARTNERS, LLC

TRUST BUT VERIFY

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