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JF

Jennifer Foster-jackson

Some features on this profile are disabled
CRD#: 4131617
JF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Foster-jackson, who also goes by Jennifer Foster, Jennifer Foster Foster-jackson, Jennifer F Jackson, Jennifer Foster Jackson, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2000. Jennifer had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Foster | Jennifer Foster Foster-Jackson | Jennifer F Jackson | Jennifer Foster Jackson

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 20, 2022 - November 1, 2023

HOWARD BAILEY SECURITIES, LLC

RIA
CRD#: 282712
Brownsburg, IN
Past

February 17, 2017 - March 4, 2021

EDWARD JONES

RIA
CRD#: 250
INDIANAPOLIS, IN
Past

February 17, 2017 - March 4, 2021

EDWARD JONES

BD
CRD#: 250
INDIANAPOLIS, IN
Past

August 3, 2015 - May 14, 2016

WADDELL & REED

BD
CRD#: 866
INDIANAPOLIS, IN
Past

July 30, 2015 - May 14, 2016

WADDELL & REED

RIA
CRD#: 866
INDIANAPOLIS, IN
Past

January 3, 2012 - August 14, 2013

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
INDIANAPOLIS, IN
Past

June 17, 2004 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
INDIANAPOLIS, IN
Past

August 4, 2000 - August 14, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN

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".
HB
HOWARD BAILEY SECURITIES, LLC
HOWARD BAILEY FINANCIAL, INC. | HOWARD BAILEY SECURITIES, LLC

CRD#: 282712 / SEC#: 801-114636

RIA
Registered Investment Advisory firm - (1/30/2019 Approved)
Arizona
Registered Investment Advisory firm - (2/15/2019 Terminated)
Florida
Registered Investment Advisory firm - (2/15/2019 Terminated)
Indiana
Registered Investment Advisory firm - (2/18/2019 Terminated)
Michigan
Registered Investment Advisory firm - (2/19/2019 Terminated)
North Carolina
Registered Investment Advisory firm - (2/6/2017 Terminated)
Ohio
Registered Investment Advisory firm - (2/20/2019 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/11/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/3/2000
General Securities Representative Examination

Current Firm

HB
HOWARD BAILEY SECURITIES, LLC
HOWARD BAILEY FINANCIAL, INC. | HOWARD BAILEY SECURITIES, LLC

CRD#: 282712 / SEC#: 801-114636

RIA
Registered Investment Advisory firm - (1/30/2019 Approved)
Arizona
Registered Investment Advisory firm - (2/15/2019 Terminated)
Florida
Registered Investment Advisory firm - (2/15/2019 Terminated)
Indiana
Registered Investment Advisory firm - (2/18/2019 Terminated)
Michigan
Registered Investment Advisory firm - (2/19/2019 Terminated)
North Carolina
Registered Investment Advisory firm - (2/6/2017 Terminated)
Ohio
Registered Investment Advisory firm - (2/20/2019 Terminated)
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Contact information

Main Address
5916 Covington Rd, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 482-9559
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (9 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOWARD BAILEY SECURITIES, LLC ADV PART 2A (11/7/2025)

Regulatory assets under management

Total Number of Accounts3,793
AUM (Assets Under Management)$ 484,882,228

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

HOWARD BAILEY SECURITIES, LLC

CRD#: 282712

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