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Alison Russ Reed

JACKSON NATIONAL LIFE DISTRIBUTORS
Denver, CO
·CRD# 3241221·27 years experience

Professional Summary

Alison Russ Reed, who also goes by A Russ, Alison Leigh Russ, is a registered financial advisor currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Denver, Colorado. Alison is registered as a RR (Registered Representative) and started their career in finance in 1999. Alison has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7 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

A Russ, Alison Leigh Russ

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

27 years in the financial services industry

Current & Past Employments

JACKSON NATIONAL LIFE DISTRIBUTORS LLC·CRD# 40178
BD
7601 Technology Way Suite 150, Denver, CO 80237
March 3, 2008 - Present
SII INVESTMENTS, INC.·CRD# 2225
BD
Appleton, WI
July 11, 2016 - August 27, 2018
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Los Angeles, CA
July 11, 2016 - August 27, 2018
INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443
BD
Appleton, WI
July 11, 2016 - August 27, 2018
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
July 11, 2016 - August 27, 2018
SII INVESTMENTS, INC.·CRD# 2225
BD
Appleton, WI
July 10, 2007 - March 14, 2008
INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443
BD
Appleton, WI
July 10, 2007 - March 14, 2008
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
July 10, 2007 - March 14, 2008
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Denver, CO
July 2, 2003 - March 14, 2008
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
September 28, 2001 - October 17, 2002
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
September 28, 2001 - September 3, 2003
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
June 30, 1999 - July 3, 2001
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
June 30, 1999 - July 3, 2001

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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)

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

FINRA licenses (51 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#
JACKSON NATIONAL LIFE INSURANCE COMPANYOWNER—
ASHIOTOU, MARINADIRECTOR8157690
BINIORIS, SAVVAS PANAGIOTISDIRECTOR6314984
BIRETTO, MERCEDES PIERCESVP, DISTRIBUTION TECHNOLOGY & SUPPORT2471275
BUTLER, ROBERT KHEAD OF SALES4416717
CHILDS, GARETT JAMESDIRECTOR6288054
CRANMORE, HILARY RAEDIRECTOR4880665
KAISER, HEIDI LYNNSENIOR VICE PRESIDENT AND GENERAL COUNSEL3001204
LEMIEUX, MATTHEW CRAIGHEAD OF PRODUCT & ADVANCED PLANNING SOLUTIONS6562990
LOWRY, KRISTINE MARIEVICE PRESIDENT, FINOP AND CONTROLLER4168279
LUPTON, RYAN DAVIDCHIEF COMPLIANCE OFFICER4822827
NICOLARSEN, BRIAN SHEAD OF DISTRIBUTION ENABLEMENT5097901
REED, ALISON RUSSEXECUTIVE VICE PRESIDENT, HEAD OF DISTRIBUTION3241221
SWARD, BRIAN RAYMONDHEAD OF CHANNEL DEVELOPMENT4092846

Disclosures

Arbitration

2

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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.
This advisor is not registered in any state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Jul 1999About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2006About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Alison Russ Reed's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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