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RJ

Russell Jackson Ii

MULTI-BANK SECURITIES
FT. LAUDERDALE, FL
·CRD# 2976249·26 years experience

Professional Summary

Russell Jackson II is a registered financial advisor currently at MULTI-BANK SECURITIES, INC. located in Ft. Lauderdale, Florida. Russell is registered as a RR (Registered Representative) and started their career in finance in 1998. Russell has worked at 6 firms and has passed the Series 63, SIE, Series 50, Series 7, Series 55 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

MULTI-BANK SECURITIES, INC.·CRD# 22098
BD
2400 E. Commercial Blvd Ste. 1200, Ft. Lauderdale, FL 33308
January 3, 2012 - Present
NATIONAL SECURITIES CORPORATION·CRD# 7569
BD
Boca Raton, FL
September 2, 2010 - November 15, 2011
REDWOOD TRADING, LLC·CRD# 114774
BD
San Francisco, CA
September 19, 2002 - May 24, 2004
RUMSON CAPITAL, LLC·CRD# 33848
BD
Montebello, NY
June 8, 2001 - December 10, 2001
JOSEPHTHAL & CO., INC.·CRD# 3227
BD
New York, NY
June 24, 1998 - May 28, 1999
D.L. CROMWELL INVESTMENTS, INC.·CRD# 37730
BD
Boca Raton, FL
January 15, 1998 - June 26, 1998

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Current Firm

MS
MULTI-BANK SECURITIES, INC.

MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: 8-39547
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1000 Town Center #2300, Southfield, MI 48075

Mailing Address

1000 Town Center #2300, Southfield, MI 48075

Phone Number

(248) 291-1100

Established

Michigan since 08/17/1987

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER—
COOGAN, MICHAEL LAWSONCFO1735236
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO, SECRETARY5593423
MACCAGNONE, DAVID THOMASCHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT AND CEO2077369

Disclosures

Regulatory Event

4

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/19/2012)
RR
California
(6/4/2014)
RR
Colorado
(3/26/2013)
RR
Florida
(1/9/2012)
RR
Georgia
(11/1/2012)
RR
Kentucky
(9/14/2021)
RR
Louisiana
(1/19/2012)
RR
Maine
(5/5/2021)
RR
Minnesota
(10/19/2015)
RR
Mississippi
(5/4/2012)
RR
Oklahoma
(1/3/2019)
RR
Texas
(10/17/2018)
RR
Virginia
(5/6/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 50 — Municipal Advisor Representative Qualification Exam

Passed Sep 2017About the Series 50 exam

Series 7 — General Securities Representative Examination

Passed Sep 2010About the Series 7 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jun 2001

Series 24 — General Securities Principal Examination

Passed Aug 2013About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Russell Jackson II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RJ
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