Sheldon Jackson

MISSIONSQUARE WEALTH MANAGEMENT

Reno, NV

Some features on this profile are disabled

CRD#: 4228642

Professional summary

Sheldon Jackson, who also goes by Sheldon Allen Jackson, is a registered financial professional currently at MISSIONSQUARE WEALTH MANAGEMENT located in Reno, Nevada.

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.

Aliases

Sheldon Allen 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 Sheldon Jackson'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

May 10, 2021 - Present

MISSIONSQUARE WEALTH MANAGEMENT

RIA

CRD#: 23189

Reno, NV

Past

September 29, 2015 - May 11, 2021

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 13, 2012 - December 31, 2014

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

March 15, 2005 - November 6, 2007

AMERICAN GENERAL DISTRIBUTORS, INC.

CRD#: 37449

HOUSTON, TX

Past

March 29, 2001 - January 26, 2004

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

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".

MISSIONSQUARE WEALTH MANAGEMENT

ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: 801-135346, 8-40268

RIA

Registered Investment Advisory firm - SEC (2/18/2026 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

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

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

Alaska
(3/13/2023)

Arizona
(3/13/2023)

California
(3/13/2023)

Hawaii
(3/13/2023)

Idaho
(3/13/2023)

Montana
(3/13/2023)

Nevada
(3/13/2023)

New Mexico
(3/13/2023)

Oregon
(3/13/2023)

Texas
(8/6/2021)

Utah
(3/13/2023)

Washington
(3/13/2023)

Wyoming
(3/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/5/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 7/9/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 8/10/2012

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 10/19/2021

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MISSIONSQUARE WEALTH MANAGEMENT

ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: 801-135346, 8-40268

RIA

Registered Investment Advisory firm - SEC (2/18/2026 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

777 North Capitol Street, Ne Suite 600, Washington, DC 20002

Mailing Address

777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

Phone number

(202) 962-4600

Established

Delaware since 12/31/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

208

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

FINANCIAL PLANNING SERVICES (7/27/2026)

MISSIONSQUARE DIGITAL ADVISER PROGRAM (7/27/2026)

Direct owners and executive officers

Name	Position	CRD#
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT	MEMBER/OWNER
HOGENDORN, SHANNON DANIEL	CHIEF OPERATIONS OFFICER	3221945
HOGENDORN, SHANNON DANIEL	PRESIDENT & PRINCIPAL MANAGER	3221945
HOLMES, GARY	CHIEF COMPLIANCE OFFICER	3171812
WHITTY, RICHARD PATRICK	TREASURER/FINOP	1988149

Disclosures

Regulatory Event	3
Arbitration	2

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sheldon Jackson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sheldon Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

AMERICAN GENERAL DISTRIBUTORS, INC.

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

MISSIONSQUARE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Passed: 8/5/2021

Series 7TO

Passed: 7/9/2021

SIE

Passed: 10/1/2018

Series 6

Passed: 8/10/2012

Series 24

Passed: 10/19/2021

FINRA

Current Firm

MISSIONSQUARE WEALTH MANAGEMENT

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MISSIONSQUARE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors