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AK

Ali R. Khodadad

JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Franklin, TN 37067
Some features on this profile are disabled
CRD#: 2973587
AK

Professional summary

Ali R Khodadad, AIF®, CFA, CFP®, who also goes by Ali Reza Khodadad, is a registered financial professional currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Franklin, Tennessee.

Ali is registered as a RR (Registered Representative) and started their career in finance in 1997. Ali has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ali Reza Khodadad

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 Ali R Khodadad'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®
AIF®

Accredited Investment Fiduciary

CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Experience

Current

October 11, 2021 - Present

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Office #1: 300 Innovation Dr, Franklin, TN 37067
BD
CRD#: 40178
Franklin, TN
Past

June 13, 2016 - October 4, 2021

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

January 29, 2016 - March 11, 2016

AUGUSTAR DISTRIBUTORS, INC.

BD
CRD#: 41081
CINCINNATI, OH
Past

July 15, 2008 - January 29, 2016

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

July 14, 2005 - September 14, 2007

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
LOVELAND, OH
Past

July 13, 2005 - September 14, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LOVELAND, OH
Past

March 29, 2004 - July 1, 2005

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
CINCINNATI, OH
Past

March 26, 2004 - July 1, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

April 26, 2002 - March 31, 2004

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

March 5, 2002 - March 31, 2004

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
CINCINNATI, OH
Past

December 2, 1999 - May 1, 2002

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

May 16, 1998 - December 14, 1999

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

December 15, 1997 - May 8, 1998

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
Ohio
(10/11/2021)
RR
Tennessee
(10/11/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 6/21/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/15/2000
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/2013
General Securities Principal Examination
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#: 40178Franklin, TN 37067

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