James N. Jackson
Professional summary
James Nicholas Jackson, who also goes by James N Jackson, James Jackson, Nick Jackson, is a registered financial advisor currently at COLLECTIVE WEALTH, LLC located in Tulsa, Oklahoma.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Nicholas Jackson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2022 - Present
COLLECTIVE WEALTH, LLC
August 31, 2020 - March 30, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
August 31, 2020 - March 30, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 1, 2020 - September 2, 2020
OSAIC WEALTH, INC.
March 11, 2011 - July 24, 2012
MML INVESTORS SERVICES, LLC
July 21, 2006 - February 15, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2022)
(8/25/2022)
Exams
Series 7TO
Date: 12/27/2019
General Securities Representative ExaminationCurrent Firm
COLLECTIVE WEALTH, LLC
CRD#: 321142 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 8,599,516 |
Red Flags
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