AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JH

Jason S. Hackmann

M HOLDINGS SECURITIES
St. Louis, MO 63105
Some features on this profile are disabled
CRD#: 4041916
JH

Professional summary


Jason S Hackmann, who also goes by Jason S Hackmann Mr., is a registered financial professional currently at M HOLDINGS SECURITIES, INC. located in St. Louis, Missouri.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jason S Hackmann Mr.

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 Jason S Hackmann'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®
None

Experience


Current

October 13, 2006 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 7700 Bonhomme Ave. Suite 550, St. Louis, MO 63105
RIA
BD
CRD#: 43285
St. Louis, MO
Past

October 16, 2006 - April 14, 2021

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
PORTLAND, OR
Past

February 5, 2004 - October 16, 2006

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
CLAYTON, MO
Past

October 20, 2003 - October 16, 2006

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
CLAYTON, MO
Past

February 10, 2003 - October 9, 2003

OSAIC FA, INC.

RIA
CRD#: 3978
CLAYTON, MO
Past

January 29, 2003 - October 9, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 29, 2003 - October 9, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

February 5, 2002 - December 31, 2002

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
ST. LOUIS, MO
Past

January 2, 2000 - February 7, 2003

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MH
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214

RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

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
Arizona
(6/11/2015)
RR
California
(12/18/2017)
RR
Colorado
(4/6/2018)
RR
Connecticut
(2/1/2010)
RR
District of Columbia
(4/14/2021)
RR
Florida
(7/30/2013)
RR
Georgia
(9/22/2010)
RR
Illinois
(10/13/2006)
RR
Kansas
(1/16/2008)
RR
Kentucky
(2/1/2010)
RR
Louisiana
(4/6/2022)
RR
Missouri
(10/13/2006)
RR
Nebraska
(4/5/2019)
RR
New Jersey
(1/17/2012)
RR
New Mexico
(5/13/2011)
RR
New York
(3/2/2010)
RR
North Carolina
(10/2/2021)
RR
Ohio
(9/23/2009)
RR
Oklahoma
(3/26/2009)
RR
Tennessee
(5/6/2009)
RR
Texas
(7/18/2024)
RR
Virginia
(7/6/2020)
RR
Washington
(1/8/2024)
RR
Wisconsin
(3/31/2011)
RR
Wyoming
(10/22/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/4/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MH
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214

RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1125 N.w. Couch Street Suite 900, Portland, OR 97209
Mailing Address
P.o. Box 2207, Portland, OR 97208-2207
Phone number
(888) 520-6784
Established
Oregon since 03/21/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,442

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

M HOLDINGS SECURITIES, INC. FORM 2A ADV FIRM BROCHURE (10/2/2025)

Direct owners and executive officers


NamePositionCRD#
M FINANCIAL HOLDINGS INCORPORATEDEQUITY OWNER
HANEY-JACKSON, LAURA ELIZABETHVICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER4771801
LUDWIG, STEVEN CHARLESCHIEF COMPLIANCE OFFICER2440911
ROGERS, MARIA RENEEPRINCIPAL FINANCIAL OFFICER2442526
SCHOONMAKER, MICHAEL SKICHIEF EXECUTIVE OFFICER2408456

Regulatory assets under management


Total Number of Accounts8,234
AUM (Assets Under Management)$ 4,078,516,284

Disclosures


Regulatory Event5

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/10/2025
Cover Page
11/13/2024
08/28/2023

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


M HOLDINGS SECURITIES, INC.

CRD#: 43285St. Louis, MO 63105

TRUST BUT VERIFY

Monitor Jason Hackmann

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Aaron Andrew Ungerer
Aaron UngererAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Frontenac, MO
Dalton J Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics