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RP

Robert E. Pearson

JBS LIBERTY SECURITIES
Kannapolis, NC 28083
Some features on this profile are disabled
CRD#: 5503596
RP

Professional summary

Robert Earl Pearson Jr, who also goes by Robert Earl Pearson, Rob Pearson, is a registered financial professional currently at JBS LIBERTY SECURITIES, INC. located in Kannapolis, North Carolina.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2009. Robert has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Earl Pearson | Rob Pearson

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 Robert Earl Pearson Jr'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

May 2, 2023 - Present

JBS LIBERTY SECURITIES, INC.

Office #1: 708 Mclain Road, Kannapolis, NC 28083
BD
CRD#: 36179
Kannapolis, NC
Past

October 31, 2019 - February 16, 2021

ALLIANCE-ONE INVESTMENTS, LLC

BD
CRD#: 286025
Tulsa, OK
Past

December 26, 2018 - October 31, 2019

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
Tulsa, OK
Past

January 15, 2009 - October 31, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TULSA, OK

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 1/14/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/14/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JL
JBS LIBERTY SECURITIES, INC.
CENTURA SECURITIES, INC. | RBC CENTURA SECURITIES, INC. | RBC CENTURA SECURITIES INC. | JONES BAINS SIDES INVESTMENT GROUP, INC | JBS LIBERTY SECURITIES, INC.

CRD#: 36179 / SEC#: , 8-47036

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

Main Address
708 Mclain Road, Kannapolis, NC 28083
Mailing Address
708 Mclain Road, Kannapolis, NC 28083
Phone number
(704) 295-6692
Established
North Carolina since 01/27/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
THE SYNERGY HOLDING GROUP, INCOWNER
JONES, JEFFREY DEANPRESIDENT4188324
PORTWOOD, WILLIAM BOYCECHIEF COMPLIANCE OFFICER4853700
VANHAMME, TRACY MFINANCIAL & OPERATIONS PRINCIPAL/CFO5378592

Disclosures

Regulatory Event2

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

JBS LIBERTY SECURITIES, INC.

CRD#: 36179Kannapolis, NC 28083

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