Jason E. Jackson
Professional summary
Jason Eric Jackson is a registered financial professional currently at VISION 4 FUND DISTRIBUTORS located in Scottsdale, Arizona.
Jason is registered as a RR (Registered Representative) and started their career in finance in 1997. Jason has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Eric Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2020 - Present
VISION 4 FUND DISTRIBUTORS
Office #1: 9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260May 9, 2018 - September 27, 2019
FORESTERS FINANCIAL SERVICES, INC.
November 15, 2010 - October 2, 2017
LEADER CAPITAL CORP.
January 6, 2010 - August 24, 2010
CURIAN CLEARING, LLC
June 9, 2008 - December 31, 2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
March 2, 2005 - May 29, 2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
January 23, 2002 - February 11, 2005
LPL FINANCIAL LLC
May 23, 2000 - October 23, 2001
EQUITABLE DISTRIBUTORS, LLC
April 12, 1999 - June 2, 2000
EDWARD JONES
January 29, 1997 - May 12, 1999
IDS LIFE INSURANCE COMPANY
January 29, 1997 - May 12, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2020)
Exams
FINRA
Current Firm
VISION 4 FUND DISTRIBUTORS
CRD#: 298105 / SEC#: , 8-70175
Contact information
FINRA licenses (27 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GARD, DAVID WAYNE | MANAGING DIRECTOR | 722647 |
| JOHNSON, HENRY P | MANAGING DIRECTOR | 5559118 |
| KUJALOWICZ, PAUL EDWARD | PRESIDENT/MANAGING DIRECTOR | 1020049 |
| SULLIVAN, CORNELIUS JOSEPH | MANAGING DIRECTOR | 2094448 |
| VAINISI, JEROME ARTHUR | CHIEF EXECUTIVE OFFICER | 2011056 |
| FOSTER, TODD MICHAEL | PASSIVE MEMBER | 3024634 |
| GREER, JOHN WILLIAM | PASSIVE MEMBER | 6148298 |
| LEE, BRYAN MATTHEW | PASSIVE MEMBER | 4779819 |
| QUALTERS, DONALD P | PASSIVE MEMBER | 3184519 |
| DAVIS, TAYLOR RENEE | CHIEF COMPLIANCE OFFICER | 5384424 |
| PORTWOOD, WILLIAM BOYCE | CHIEF FINANCIAL OFFICER/FINOP/PFO/POO | 4853700 |
Red Flags
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