Jason E. Simental

PACIFIC SELECT DISTRIBUTORS

Newport Beach, CA 92660

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CRD#: 5225673

Professional summary

Jason Edmund Simental, CIMA® is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 Jason Edmund Simental'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 9, 2019 - Present

PACIFIC SELECT DISTRIBUTORS, LLC

Office #1: 700 Newport Center Drive, Newport Beach, CA 92660

CRD#: 4452

Newport Beach, CA

Past

April 14, 2017 - January 2, 2019

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

December 17, 2015 - February 7, 2017

GLOBAL PORTFOLIO STRATEGIES, INC.

RIA

CRD#: 105812

Irvine, CA

Past

December 17, 2015 - February 7, 2017

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

IRVINE, CA

Past

November 27, 2012 - December 31, 2015

MULLINTBG ADVISORS

RIA

CRD#: 141445

IRVINE, CA

Past

July 8, 2008 - December 17, 2015

M HOLDINGS SECURITIES, INC.

CRD#: 43285

IRVINE, CA

Past

November 15, 2006 - May 2, 2008

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

California
(1/9/2019)

Exams

State Security Law Exam

IAR

Series 65

Date: 11/26/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/3/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/14/2006

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/6/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452 / SEC#: , 8-15264

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Mailing Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Phone number

(949) 219-6579

Established

Delaware since 01/01/2015

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PACIFIC LIFE INSURANCE COMPANY	PARENT OF APPLICANT
DARE, BARBARA ALYCE	VICE PRESIDENT	5074108
KISSEL, GEOFFREY P	CHIEF EXECUTIVE OFFICER	7499710
LA ROQUE, SUZANNE MARIE	ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	4222767
SMITH, TREVOR TIMOTHY	VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER	4844953
YAMAUCHI, STARLA CHIN	VICE PRESIDENT, CORPORATE SECRETARY	7721024

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason E. Simental

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Edmund Simental's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

GLOBAL PORTFOLIO STRATEGIES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

MULLINTBG ADVISORS

M HOLDINGS SECURITIES, INC.

OSAIC SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/2012

Series 63

Date: 1/3/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2008

Series 6

Date: 11/14/2006

Series 24

Date: 11/6/2023

FINRA

Current Firm

PACIFIC SELECT DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

PACIFIC SELECT DISTRIBUTORS, LLC

TRUST BUT VERIFY

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