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JJ

Joseph E. Jackalous

FARMERS FINANCIAL SOLUTIONS
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 4000168
JJ

Professional summary


Joseph Edward Jackalous, ChFC®, CLU®, who also goes by Joe Jackalous, Joseph Edward Jackalous, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Bellevue, Washington.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 10 firms and has passed the Series 63, SIE, Series 62, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Jackalous | Joseph Edward Jackalous

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 Joseph Edward Jackalous'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®
ChFC®

Experience


Current

May 31, 2022 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 3120 139th Ave Se, Suite 300 Fnwl, Bellevue, WA 98005
BD
CRD#: 103863
Bellevue, WA
Past

March 23, 2021 - January 19, 2022

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
WAYNE, PA
Past

December 11, 2020 - February 12, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
WAYNE, PA
Past

February 29, 2012 - May 11, 2020

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
HARTFORD, CT
Past

September 30, 2010 - March 2, 2012

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
KING OF PRUSSIA, PA
Past

July 23, 2009 - September 28, 2010

OSAIC FA, INC.

BD
CRD#: 3978
RADNOR, PA
Past

December 15, 2006 - May 29, 2009

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

April 4, 2006 - November 20, 2006

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

BD
CRD#: 35419
WILMINGTON, DE
Past

October 1, 2000 - April 3, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 12, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC

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
Pennsylvania
(5/31/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 1/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 7/31/2007
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FARMERS FINANCIAL SOLUTIONS, LLC
FARMERS FINANCIAL SOLUTIONS | FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863 / SEC#: 801-108217, 8-52361

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
31051 Agoura Rd., Westlake Village, CA 91361
Mailing Address
31051 Agoura Rd., Westlake Village, CA 91361
Phone number
(818) 584-0200
Established
Nevada since 12/21/1999
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)Latest Form ADV

Part 2 Brochures

FARMERS ADV PART 2A DISCLOSURE BROCHURE (1/31/2019)

Direct owners and executive officers


NamePositionCRD#
FFS HOLDING, LLCMANAGING MEMBER
BORKIN, JOSHUA ALANCHIEF FINANCIAL OFFICER6536355
DAHM, CHRISTINEBOARD MEMBER8191792
DO, CHAUSECRETARY7865522
HANSON, GUY MEADEBOARD MEMBER7165729
HOHL, DOREN EUGENEBAORD MEMBER1953425
ROBINSON, TARETHA ANNCHIEF COMPLIANCE OFFICER4539081
ROBINSON, TARETHA ANNDIRECTOR OF OPERATIONS4539081
SCHEAR, ZACHARYPRESIDENT5958762
SCOTT, JANICE GALEBOARD MEMBER7909854
WILLOUGHBY, DENITA ANNETTEBOARD MEMBER2368099

Disclosures


Regulatory Event5

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


FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863Bellevue, WA 98005

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