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

Laura E. Haney-jackson

M HOLDINGS SECURITIES
Portland, OR 97209
Some features on this profile are disabled
CRD#: 4771801
LH

Professional summary


Laura Elizabeth Haney-jackson, who also goes by Laura Elizabeth Haney, is a registered financial professional currently at M HOLDINGS SECURITIES, INC. located in Portland, Oregon and M FINANCIAL SECURITIES MARKETING, INC. located in Portland, Oregon.

Laura is registered as a RR (Registered Representative) and started their career in finance in 2005. Laura has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura Elizabeth Haney

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 Laura Elizabeth Haney-jackson's 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

June 29, 2005 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 1125 N.w. Couch Street Suite 900, Portland, OR 97209
RIA
BD
CRD#: 43285
Portland, OR
Current

November 21, 2023 - Present

M FINANCIAL SECURITIES MARKETING, INC.

Office #1: 1125 Nw Couch Street Suite 900, Portland, OR 97209
BD
CRD#: 139304
Portland, OR

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
Alabama
(1/27/2025)
RR
Alaska
(1/27/2025)
RR
Arizona
(1/27/2025)
RR
Arkansas
(1/27/2025)
RR
California
(1/27/2025)
RR
Colorado
(1/27/2025)
RR
Connecticut
(1/27/2025)
RR
Delaware
(1/27/2025)
RR
District of Columbia
(1/27/2025)
RR
Florida
(1/27/2025)
RR
Georgia
(1/27/2025)
RR
Hawaii
(1/27/2025)
RR
Idaho
(1/27/2025)
RR
Illinois
(1/27/2025)
RR
Indiana
(1/27/2025)
RR
Iowa
(1/27/2025)
RR
Kansas
(1/27/2025)
RR
Kentucky
(1/27/2025)
RR
Louisiana
(1/27/2025)
RR
Maine
(1/27/2025)
RR
Maryland
(1/27/2025)
RR
Massachusetts
(1/27/2025)
RR
Michigan
(1/27/2025)
RR
Minnesota
(1/27/2025)
RR
Mississippi
(1/27/2025)
RR
Missouri
(1/27/2025)
RR
Montana
(1/27/2025)
RR
Nebraska
(1/27/2025)
RR
Nevada
(1/27/2025)
RR
New Hampshire
(1/27/2025)
RR
New Jersey
(1/27/2025)
RR
New Mexico
(1/27/2025)
RR
New York
(1/27/2025)
RR
North Carolina
(1/28/2025)
RR
North Dakota
(1/27/2025)
RR
Ohio
(1/28/2025)
RR
Oklahoma
(1/27/2025)
RR
Oregon
(3/22/2006)
RR
Pennsylvania
(1/27/2025)
RR
Puerto Rico
(1/27/2025)
RR
Rhode Island
(1/27/2025)
RR
South Carolina
(1/27/2025)
RR
South Dakota
(1/27/2025)
RR
Tennessee
(1/27/2025)
RR
Texas
(1/27/2025)
RR
Utah
(1/27/2025)
RR
Vermont
(1/27/2025)
RR
Virginia
(1/27/2025)
RR
Washington
(1/27/2025)
RR
West Virginia
(1/27/2025)
RR
Wisconsin
(1/27/2025)
RR
Wyoming
(1/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/17/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/15/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


MF
M FINANCIAL SECURITIES MARKETING, INC.
M FINANCIAL SECURITIES MARKETING, INC.

CRD#: 139304 / SEC#: , 8-67206

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
1125 Nw Couch Street Suite 900, Portland, OR 97209
Mailing Address
1125 Nw Couch Street Suite 900, Portland, OR 97209
Phone number
(888) 520-6784
Established
Oregon since 06/20/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
M FINANCIAL HOLDINGS INCORPORATEDOWNER
LUDWIG, STEVEN CHARLESCHIEF COMPLIANCE OFFICER2440911
ROGERS, MARIA RENEEFINANCIAL OPERATIONS OFFICER2442526
SCHOONMAKER, MICHAEL SKICHIEF EXECUTIVE OFFICER2408456

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


M FINANCIAL SECURITIES MARKETING, INC.

CRD#: 139304Portland, OR 97209

TRUST BUT VERIFY

Monitor Laura Haney-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