AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SJ

Shawn C. Jackson

MSC - BD
LAKE OSWEGO, OR 97035
Some features on this profile are disabled
CRD#: 4251125
SJ

Professional summary


Shawn Carlos Jackson is a registered financial professional currently at MSC - BD, LLC located in Lake Oswego, Oregon.

Shawn is registered as a RR (Registered Representative) and started their career in finance in 2001. Shawn has worked at 12 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Shawn Carlos 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

August 16, 2024 - Present

MSC - BD, LLC

Office #1: 5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035
BD
CRD#: 142927
LAKE OSWEGO, OR
Past

December 14, 2022 - April 4, 2024

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
Los Angeles, CA
Past

April 14, 2021 - December 9, 2022

BA SECURITIES, LLC

BD
CRD#: 153489
W. CONSHOHOCKEN, PA
Past

January 5, 2021 - March 31, 2021

MARCH CAPITAL CORP.

BD
CRD#: 24142
CHICAGO, IL
Past

October 1, 2020 - December 31, 2020

INVESTX MARKETS LLC

BD
CRD#: 148248
Los Angeles, CA
Past

May 29, 2019 - September 8, 2020

GARY GOLDBERG & CO., LLC

BD
CRD#: 47957
Los Angeles, CA
Past

January 6, 2014 - May 15, 2019

NEW CENTURY CAPITAL PARTNERS, INC.

BD
CRD#: 147071
LOS ANGELES, CA
Past

June 13, 2012 - December 18, 2013

WILLIAM AND HENRY ASSOCIATES

BD
CRD#: 154566
LOS ANGELES, CA
Past

March 8, 2012 - June 22, 2012

INNOVATION CAPITAL, LLC

BD
CRD#: 133551
LOS ANGELES, CA
Past

March 2, 2005 - January 30, 2007

USBX ADVISORY SERVICES, LLC

BD
CRD#: 104283
SANTA MONICA, CA
Past

December 14, 2004 - February 24, 2005

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

February 12, 2001 - April 10, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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
California
(8/16/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/30/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


M-
MSC - BD, LLC
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC

CRD#: 142927 / SEC#: , 8-67511

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035
Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035
Phone number
(503) 515-1313
Established
Florida since 07/10/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MADISON STREET CAPITAL, LLCOWNER
BOTCHWAY, CHARLES OKAIPRESIDENT5752036
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MCINTYRE, PAUL JOSEPHCCO1002368

Disclosures


Regulatory Event1
Arbitration1

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


MSC - BD, LLC

CRD#: 142927Lake Oswego, OR 97035

TRUST BUT VERIFY

Monitor Shawn Jackson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics