James H. Jackson
Professional summary
James H Jackson JR, who also goes by James Jackson, is a registered financial professional currently at PENTEGRA DISTRIBUTORS INC. located in White Plains, New York.
James is registered as a RR (Registered Representative) and started their career in finance in 1998. James has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James H Jackson JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2025 - Present
PENTEGRA DISTRIBUTORS INC.
Office #1: 701 Westchester Avenue Suite 320e, White Plains, NY 10604January 1, 2004 - January 31, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
August 28, 1998 - January 1, 2004
TEACHERS PERSONAL INVESTORS SERVICES, INC.
March 4, 1998 - August 18, 1998
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/16/2025)
Exams
FINRA
Current Firm
PENTEGRA DISTRIBUTORS INC.
CRD#: 26249 / SEC#: , 8-42445
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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