Jonathan D. Jackson
Professional summary
Jonathan David Jackson is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2022 - Present
CU INVESTMENT SOLUTIONS LLC
Office #1: 6801 Parkwood Boulevard, Plano, TX 75024April 11, 2014 - November 9, 2015
TD AMERITRADE, INC.
April 22, 2006 - November 9, 2015
TD AMERITRADE, INC.
September 13, 2004 - November 9, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
July 8, 2004 - April 22, 2006
TD AMERITRADE CLEARING, INC.
May 29, 2003 - September 26, 2003
EQUITABLE ADVISORS, LLC
May 26, 2003 - September 26, 2003
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(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
Series 7TO
Date: 2/21/2022
General Securities Representative ExaminationFINRA
Current Firm
CU INVESTMENT SOLUTIONS LLC
CRD#: 43753 / SEC#: , 8-50400
Contact information
FINRA licenses (49 States and Territories)
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 | 1 |
Red Flags
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Company Information
CU INVESTMENT SOLUTIONS LLC
CRD#: 43753Plano, TX 75024TRUST BUT VERIFY
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