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DR

David L. Russell

JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Wesley Chapel, FL
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CRD#: 2891420
DR

Professional summary


David Lance Russell is a registered financial professional currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Wesley Chapel, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

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) - BD


Click below to view David Lance Russell'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

January 9, 2019 - Present

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
Wesley Chapel, FL
Past

January 28, 2016 - December 12, 2018

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
ST. PETERSBURG, FL
Past

September 16, 2003 - December 12, 2018

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
ST. PETERSBURG, FL
Past

February 3, 2003 - September 4, 2003

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

November 26, 1997 - October 9, 2001

AMERICAN GENERAL FUNDS DISTRIBUTORS, INC.

BD
CRD#: 42935
BOSTON, MA

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
Arkansas
(3/11/2022)
RR
Florida
(1/9/2019)
RR
Massachusetts
(3/11/2022)
RR
Utah
(3/11/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 9/2/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178Wesley Chapel, FL

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