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JH

Jean M. Hall

LIFEMARK SECURITIES
Garden City, NY 11530
Some features on this profile are disabled
CRD#: 4198015
JH

Professional summary

Jean Marie Hall, who also goes by Jean Marie Jackson, is a registered financial professional currently at LIFEMARK SECURITIES CORP. located in Garden City, New York.

Jean is registered as a RR (Registered Representative) and started their career in finance in 2000. Jean has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jean Marie 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) - BD

Click below to view Jean Marie Hall'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

November 3, 2018 - Present

LIFEMARK SECURITIES CORP.

Office #1: 1225 Franklin Avenue Suite 325, Garden City, NY 11530
RIA
BD
CRD#: 16204
Garden City, NY
Past

June 16, 2014 - November 8, 2018

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

August 15, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
GARDEN CITY, NY
Past

August 15, 2003 - January 22, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
GARDEN CITY, NY
Past

September 19, 2000 - December 19, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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".
LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge 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
Florida
(11/3/2018)
RR
Georgia
(12/17/2024)
RR
New York
(11/3/2018)
RR
North Carolina
(11/21/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2000
Uniform Combined 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: 9/18/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
400 West Metro Park, Rochester, NY 14623
Mailing Address
400 West Metro Park, Rochester, NY 14623
Phone number
(585) 424-5672
Established
New York since 04/04/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
88

SEC notice filing (46 States and Territories)

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

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

Part 2 Brochures

FIRM BROCHURE 2A (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
KALINOWSKI, ANDREW JOSEPHVP / BOARD MEMBER/SECRETARY263409
MICCICHE, VINCENT JRTREASURER/ FINOP/PFO/POO702149
PRISCO, JAMES JOSEPHCHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER2653402
PRISCO, JAMES JOSEPHPRESIDENT / BOARD MEMBER2653402
GEORGIEV, ALEXANDRE JR.CCO OF THE RIA / DIRECTOR OF OPERATIONS5307830

Regulatory assets under management

Total Number of Accounts2,021
AUM (Assets Under Management)$ 461,475,636

Disclosures

Regulatory Event2
Arbitration3

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

LIFEMARK SECURITIES CORP.

CRD#: 16204Garden City, NY 11530

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