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VJ

Victoria Jackson

AE FINANCIAL SERVICES
Lenexa, KS 66219-9717
Some features on this profile are disabled
CRD#: 4969648
VJ
Victoria JacksonAE FINANCIAL SERVICES

Professional summary

Victoria Jackson, who also goes by VIctoria T Jackson, Victoria Thuyet Jackson, is a registered financial professional currently at AE FINANCIAL SERVICES, LLC located in Lenexa, Kansas.

Victoria is registered as a RR (Registered Representative) and started their career in finance in 2008. Victoria has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 9, Series 51 and Series 24 exams.

Aliases

Victoria T Jackson | Victoria Thuyet Jackson

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 Victoria Jackson's CRS (Customer Relationship Summary).
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

September 11, 2026 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 8801 Renner Blvd., Lenexa, KS 66219-9717
BD
CRD#: 298608
Lenexa, KS
Past

March 25, 2025 - August 26, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LEAWOOD, KS
Past

September 19, 2011 - January 24, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WICHITA, KS
Past

June 23, 2008 - September 25, 2009

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
MOBILE, AL

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
Kansas
(9/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/12/2026
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 51
Date: 7/20/2017
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/31/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
AE FINANCIAL SERVICES, LLC
AE FINANCIAL SERVICES, LLC

CRD#: 298608 / SEC#: , 8-70214

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Phone number
(866) 363-9595
Established
Kansas since 08/14/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AE FS HOLDINGS, LLCOWNER
CALLANAN, DAVID JAMESCHIEF EXECUTIVE OFFICER4237166
GOCHENOUR, JOLENE KAYFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6728358
PIERSON, MELISSA KAYCHIEF COMPLIANCE OFFICER1685017
SCHOLZ, SHAWNPRESIDENT2891167
WOLFE, DAVID ROBBGENERAL COUNSEL AND SECRETARY6603373

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

AE FINANCIAL SERVICES, LLC

CRD#: 298608Lenexa, KS 66219-9717

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