Peter Lynn Jackson
Professional Summary
Peter Lynn Jackson is a registered financial advisor currently at SEALY INVESTMENT SECURITIES, LLC located in Dallas, Texas. Peter is registered as a RR (Registered Representative) and started their career in finance in 2000. Peter has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 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
This advisor has not added any videos or posts yet.
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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 on record.
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.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
SEALY INVESTMENT SECURITIES, LLC
Contact Information
Main Address
5910 N. Central Expressway, Suite 1700, Dallas, TX 75206Mailing Address
5910 N. Central Expressway, Suite 1700, Dallas, TX 75206Phone Number
(714) 812-1668Established
Georgia since 12/19/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(11/13/2019)
(11/13/2019)
(12/5/2019)
(11/15/2019)
(11/7/2019)
(11/13/2019)
(11/7/2019)
(11/13/2019)
(12/19/2019)
(10/13/2020)
(10/21/2019)
(11/15/2019)
(11/13/2019)
(1/10/2020)
(11/19/2019)
(11/13/2019)
(11/13/2019)
(11/13/2019)
(11/27/2019)
(12/6/2019)
(12/19/2019)
(3/5/2020)
(11/13/2019)
(6/10/2020)
(11/13/2019)
(12/20/2019)
(11/13/2019)
(12/5/2019)
(11/21/2019)
(11/13/2019)
(11/13/2019)
(10/17/2019)
(11/14/2019)
(11/21/2019)
(11/21/2019)
(10/16/2019)
(11/13/2019)
(11/13/2019)
(11/14/2019)
(8/2/2022)
(11/13/2019)
(11/14/2019)
(11/8/2019)
(2/24/2022)
(11/4/2019)
(10/22/2019)
(2/10/2020)
(3/23/2020)
(12/4/2019)
(12/20/2019)
(1/16/2020)
(12/5/2019)
(2/20/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2000About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Peter Lynn Jackson's CRS (Customer Relationship Summary).
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