Daniel A. Jack
Professional summary
Daniel Aaron Jack, who also goes by Daniel Aaron Jack, Daniel Jack, Daniel A Jack, Daniel Jack, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 18 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Aaron Jack's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2026 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 700 Newport Center Drive, Newport Beach, CA 92660August 4, 2025 - June 1, 2026
PRIME CAPITAL FINANCIAL
May 14, 2024 - August 4, 2025
SUNSET FINANCIAL SERVICES, INC.
October 18, 2019 - February 9, 2024
ALLSTATE FINANCIAL SERVICES, LLC
October 17, 2019 - February 9, 2024
ALLSTATE FINANCIAL ADVISORS, LLC
December 19, 2018 - February 7, 2019
PRUCO SECURITIES, LLC.
January 5, 2017 - July 2, 2018
ONE ADVISORY PARTNERS, LLC
January 6, 2016 - December 31, 2016
STATE FARM VP MANAGEMENT CORP.
January 29, 2015 - May 6, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
January 29, 2015 - May 6, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 14, 2014 - December 16, 2014
FORESTERS EQUITY SERVICES, INC.
October 14, 2014 - December 16, 2014
FORESTERS EQUITY SERVICES, INC.
February 25, 2014 - April 8, 2014
AWM ASSET MANAGEMENT LLC
December 23, 2013 - April 7, 2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
October 9, 2002 - September 4, 2007
NYLIFE DISTRIBUTORS LLC
September 25, 2001 - February 6, 2002
TOWER SQUARE SECURITIES, INC.
October 19, 2000 - March 14, 2001
NATIONAL PLANNING CORPORATION
December 16, 1998 - October 27, 2000
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
July 2, 1998 - August 21, 1998
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/29/2026)
Exams
FINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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