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JC

Jay F. Cheesman

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CRD#: 2800519
JC

Professional summary

Jay Frederick Cheesman was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jay is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Jay had worked at 4 firms, which includes JACKSON NATIONAL LIFE DISTRIBUTORS LLC, TRANSAMERICA CAPITAL LLC, UNITED SECURITIES ALLIANCE INC., WMA SECURITIES INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

August 22, 2003 - March 9, 2005

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

September 13, 2001 - July 2, 2003

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

February 26, 1999 - December 31, 1999

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past

November 1, 1996 - March 17, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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
Series 63
Date: 10/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/31/1996
Investment Company Products/Variable Contracts Representative Examination

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.

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Company Information

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

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