Shawn Carlos Jackson
Professional Summary
Shawn Carlos Jackson is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC
Contact Information
Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035Phone Number
(239) 287-3789Established
Florida since 07/10/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/16/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Shawn Carlos Jackson's CRS (Customer Relationship Summary).
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