Sheldon Jackson
Professional summary
Sheldon Jackson, who also goes by Sheldon Allen Jackson, is a registered financial professional currently at MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Sheldon is registered as a RR (Registered Representative) and started their career in finance in 2001. Sheldon has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sheldon Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2021 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240September 29, 2015 - May 11, 2021
OSAIC FA, INC.
August 13, 2012 - December 31, 2014
OSAIC FA, INC.
March 15, 2005 - November 6, 2007
AMERICAN GENERAL DISTRIBUTORS, INC.
March 29, 2001 - January 26, 2004
INVESCO CAPITAL MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/13/2023)
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(8/6/2021)
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Exams
Series 7TO
Date: 7/9/2021
General Securities Representative ExaminationFINRA
Current Firm
MISSIONSQUARE INVESTMENT SERVICES
CRD#: 23189 / SEC#: , 8-40268
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT | MEMBER/OWNER | |
| GANEY, PETER DAVIDSON | MANAGER | 2282691 |
| HOGENDORN, SHANNON DANIEL | CHIEF OPERATIONS OFFICER | 3221945 |
| HOGENDORN, SHANNON DANIEL | PRINCIPAL MANAGER | 3221945 |
| RICHARDS, CLIFF LAWRENCE | CHIEF COMPLIANCE OFFICER | 2974428 |
| WHITTY, RICHARD PATRICK | TREASURER/FINOP | 1988149 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
Red Flags
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