Forrest N. Jackson
Professional summary
Forrest Nolan Jackson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Forrest is a previously registered financial professional and started their career in finance in 2000. Prior to being barred, Forrest had worked at 6 firms, which includes GRANT WILLIAMS L.P., LONGVIEW FINANCIAL GROUP INC, ASCHER/DECISION SERVICES INC., PLANMEMBER SECURITIES CORPORATION, QUEST CAPITAL STRATEGIES INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 26, 2009 - January 24, 2011
GRANT WILLIAMS L.P.
May 7, 2009 - July 22, 2009
LONGVIEW FINANCIAL GROUP, INC
October 16, 2008 - March 2, 2009
ASCHER/DECISION SERVICES, INC.
February 12, 2007 - July 31, 2008
PLANMEMBER SECURITIES CORPORATION
September 30, 2005 - August 31, 2006
QUEST CAPITAL STRATEGIES, INC.
July 17, 2000 - October 8, 2003
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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