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JJ

Joseph E. Jackalous

P.J. ROBB VARIABLE
Fort Myers, FL
CRD#: 4000168
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JJ
Joseph Edward JackalousP.J. ROBB VARIABLE

Professional summary


Joseph Edward Jackalous, ChFC®, CLU®, who also goes by Joe Jackalous, Joseph Jackalous, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Fort Myers, Florida.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 11 firms and has passed the Series 63, SIE, Series 62, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Jackalous | Joseph 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

June 17, 2026 - Present

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
Fort Myers, FL
Past

May 31, 2022 - April 23, 2026

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
WESTLAKE VILLAGE, CA
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
(6/17/2026)

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


PR
P.J. ROBB VARIABLE, LLC
P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Mailing Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Phone number
(901) 722-5433
Established
Tennessee since 02/21/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR2232934
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR4668892
SCHUYLER, JOHN EDWINSECRETARY AND DIRECTOR1056044

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


P.J. ROBB VARIABLE, LLC

CRD#: 38339Fort Myers, FL

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