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MJ

Michelle L. Jacko

Some features on this profile are disabled
CRD#: 2792585
MJ

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.

Michelle Lynn Jacko, who also goes by Michelle Lynn Jacko, Michelle Lynn Majchrzak, was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 1997. Michelle had worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michelle Lynn Jacko | Michelle Lynn Majchrzak

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 29, 2014 - January 9, 2015

INVESTMENT VISA CONSULTANTS, LLC

BD
CRD#: 169254
LAKE OSWEGO, OR
Past

September 16, 2008 - September 25, 2008

ASSOCIATED SECURITIES CORP.

RIA
CRD#: 12969
BOSTON, MA
Past

September 16, 2008 - September 25, 2008

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA
CRD#: 104790
BOSTON, MA
Past

September 12, 2008 - September 25, 2008

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

April 11, 2007 - January 29, 2013

MAX INTERNATIONAL BROKER/DEALER CORP.

BD
CRD#: 46039
NEW YORK, NY
Past

August 27, 2004 - April 5, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

August 27, 2004 - April 5, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

January 2, 2004 - August 5, 2004

FIRST AMERICAN TRUST

RIA
CRD#: 108923
SANTA ANA, CA
Past

November 4, 2003 - August 4, 2004

PACIFIC AMERICAN SECURITIES, LLC

BD
CRD#: 42999
SAN DIEGO, CA
Past

August 7, 2002 - January 2, 2004

FIRST AMERICAN CAPITAL MANAGEMENT, INC.

RIA
CRD#: 110312
NEWPORT BEACH, CA
Past

July 24, 1998 - May 20, 2002

NICHOLAS-APPLEGATE SECURITIES LLC

BD
CRD#: 31205
SAN DIEGO, CA
Past

April 21, 1997 - June 12, 1998

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/20/1997
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/9/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/10/1998
General Securities Principal Examination

Current Firm

IV
INVESTMENT VISA CONSULTANTS, LLC
INVESTMENT VISA CONSULTANTS, LLC

CRD#: 169254 / SEC#: , 8-69361

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

Main Address
2679 Glen Eagles Rd, Lake Oswego, OR 97034
Mailing Address
2679 Glen Eagles Rd, Lake Oswego, OR 97034
Phone number
(415) 720-6369
Established
Delaware since 05/01/2008
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 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#
DE KIRBY, VAUGHAN RANSONEMAN MEM/ GEN SEC PRIN6189313
DEKIRBY, CHRISTINE L DMEMBER6303240
THOMPSON, APRYL ALYNNCHIEF COMPLIANCE OFFICER1700640

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

INVESTMENT VISA CONSULTANTS, LLC

CRD#: 169254

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