JB
Jackline A. Barbera
BLUE OWL SECURITIES
Chicago, IL 60606
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CRD#: 5061321
JB
Professional summary
Jackline Ann Barbera, who also goes by Jackline Ann Atkinson, Jackline Ann Barbera, Jackline Barbera, is a registered financial professional currently at BLUE OWL SECURITIES located in Chicago, Illinois.
Jackline is registered as a RR (Registered Representative) and started their career in finance in 2005. Jackline has worked at 3 firms and has passed the Series 66, Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jackline Ann Atkinson | Jackline Ann Barbera | Jackline Barbera
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.
Outside Employment; Outside Employment; GJC Legacy and Associates, Inc; Employee ; 6435 Main Street, Suite 160, Woodridge, IL, 60517; Investment-Related; 04/24/2024; 20 to 39 during trading hours; 40 to 59 hours per month.
CRS (Client Relationship Summary) - BD
Click below to view Jackline Ann Barbera'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®
NoneExperience
Current
July 15, 2025 - Present
BLUE OWL SECURITIES
Office #1: 150 N Riverside, Chicago, IL 60606BD
CRD#: 283250
Chicago, IL
Past
November 29, 2024 - June 24, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Woodridge, IL
Past
April 17, 2024 - June 24, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Woodridge, IL
Past
December 19, 2005 - December 22, 2022
INLAND SECURITIES CORPORATION
BD
CRD#: 15807
OAK BROOK, IL
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(7/15/2025)
RR
Alaska(7/15/2025)
RR
Arizona(7/15/2025)
RR
Arkansas(7/15/2025)
RR
California(7/15/2025)
RR
Colorado(7/15/2025)
RR
Connecticut(7/15/2025)
RR
Delaware(7/15/2025)
RR
District of Columbia(7/15/2025)
RR
Florida(7/15/2025)
RR
Georgia(7/15/2025)
RR
Hawaii(7/15/2025)
RR
Idaho(7/15/2025)
RR
Illinois(7/15/2025)
RR
Indiana(7/15/2025)
RR
Iowa(7/15/2025)
RR
Kansas(7/15/2025)
RR
Kentucky(7/15/2025)
RR
Louisiana(7/15/2025)
RR
Maine(7/15/2025)
RR
Maryland(7/15/2025)
RR
Massachusetts(7/15/2025)
RR
Michigan(7/15/2025)
RR
Minnesota(7/15/2025)
RR
Mississippi(7/15/2025)
RR
Missouri(7/15/2025)
RR
Montana(7/15/2025)
RR
Nebraska(7/15/2025)
RR
Nevada(7/15/2025)
RR
New Hampshire(7/15/2025)
RR
New Jersey(7/15/2025)
RR
New Mexico(7/15/2025)
RR
New York(7/15/2025)
RR
North Carolina(7/15/2025)
RR
North Dakota(7/15/2025)
RR
Ohio(7/15/2025)
RR
Oklahoma(7/15/2025)
RR
Oregon(7/15/2025)
RR
Pennsylvania(7/15/2025)
RR
Puerto Rico(7/15/2025)
RR
Rhode Island(7/15/2025)
RR
South Carolina(7/15/2025)
RR
South Dakota(7/15/2025)
RR
Tennessee(7/15/2025)
RR
Texas(7/15/2025)
RR
Utah(7/15/2025)
RR
Vermont(7/15/2025)
RR
Virginia(7/15/2025)
RR
Washington(7/15/2025)
RR
West Virginia(7/15/2025)
RR
Wisconsin(7/15/2025)
RR
Wyoming(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BO
BLUE OWL SECURITIES
BLUE OWL SECURITIES | OWL ROCK SECURITIES | OWL ROCK CAPITAL SECURITIES LLC | BLUE OWL SECURITIES LLC
CRD#: 283250 / SEC#: , 8-69744
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
375 Park Avenue, New York, NY 10152
Mailing Address
375 Park Avenue 4th Floor, New York, NY 10152
Phone number
(212) 419-3000
Established
Delaware since 12/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (52 States and Territories)
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.
