Jonathan David Jackson
Professional Summary
Jonathan David Jackson is a registered financial advisor currently at CU INVESTMENT SOLUTIONS LLC located in Plano, Texas. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2003. Jonathan has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 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 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
CU INVESTMENT SOLUTION INC | U.S. CENTRAL CAPITAL MARKETS, INC. | CU INVESTMENT SOLUTIONS, INC. | CU INVESTMENT SOLUTIONS LLC | CU INVESTMENT SOLUTIONS INC
Contact Information
Main Address
8500 W. 110th Street Suite 650, Overland Park, KS 66210Mailing Address
8500 W. 110th Street Suite 650, Overland Park, KS 66210Phone Number
(913) 912-5240Established
Kansas since 06/30/2011Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
Small# of Employees
5FINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLOYA CORPORATE FCU | OWNER | — |
| CATALYST FEDERAL CREDIT UNION | OWNER | — |
| CORPORATE AMERICA CREDIT UNION | OWNER | — |
| MILLENNIUM CORPORATE CREDIT UNION | OWNER | — |
| TRICORP FEDERAL CREDIT UNION | OWNER | — |
| VOLUNTEER CORPORATE CREDIT UNION | OWNER | — |
| BECKER, JOSHUA DAMON | CHIEF OPERATING OFFICER | 5784666 |
| JACKSON, MATTHEW DAVID | CEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 3251494 |
| THOMAS, BRADFORD LOWELL | CHIEF FINANCIAL OFFICER | 6180244 |
Disclosures
Regulatory Event
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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
(5/15/2025)
(2/21/2022)
(2/21/2022)
(2/21/2022)
(10/23/2024)
(2/7/2025)
(5/16/2024)
(2/19/2025)
(2/7/2025)
(2/19/2025)
(7/24/2025)
(5/15/2025)
(10/7/2025)
(10/7/2025)
(2/21/2025)
(2/21/2022)
(2/26/2025)
(10/7/2025)
(2/19/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Jackson's CRS (Customer Relationship Summary).
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