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AP

Aaron J. Pease

JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Franklin, TN 37067
Some features on this profile are disabled
CRD#: 5569450
AP

Professional summary

Aaron Jamie Pease, CFP®, who also goes by Aaron J Pease, is a registered financial professional currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Franklin, Tennessee.

Aaron is registered as a RR (Registered Representative) and started their career in finance in 2008. Aaron has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Aaron J Pease

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 Aaron Jamie Pease'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®
CFP®

Certified Financial Planner

Experience

Current

October 7, 2011 - Present

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Office #1: 300 Innovation Dr, Franklin, TN 37067
BD
CRD#: 40178
Franklin, TN
Past

August 4, 2010 - September 16, 2011

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
BOZEMAN, MT
Past

May 26, 2009 - January 13, 2010

S.G. LONG & COMPANY

RIA
CRD#: 47511
BOZEMAN, MT
Past

May 26, 2009 - January 13, 2010

S.G. LONG & COMPANY

BD
CRD#: 47511
BOZEMAN, MT
Past

January 26, 2009 - May 26, 2009

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
KENNEWICK, WA
Past

August 12, 2008 - May 26, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPOKANE, WA

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
Tennessee
(9/11/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/4/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/11/2008
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: 4/17/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/11/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/24/2016
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

JN
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
JACKSON NATIONAL LIFE DISTRIBUTORS LLC | JACKSON NATIONAL LIFE DISTRIBUTORS, INC.

CRD#: 40178 / SEC#: , 8-48984

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

Main Address
300 Innovation Dr, Franklin, TN 37067
Mailing Address
300 Innovation Dr, Franklin, TN 37067
Phone number
(800) 565-9044
Established
Delaware since 05/31/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JACKSON NATIONAL LIFE INSURANCE COMPANYOWNER
ASHIOTOU, MARINADIRECTOR8157690
BINIORIS, SAVVAS PANAGIOTISDIRECTOR6314984
CHILDS, GARETT JAMESDIRECTOR6288054
CRANMORE, HILARY RAEDIRECTOR4880665
GOLSON, ASHLEY SUZETTESVP, NATIONAL SALES DESK5461231
KAISER, HEIDI LYNNSENIOR VICE PRESIDENT AND GENERAL COUNSEL3001204
LOWRY, KRISTINE MARIEVICE PRESIDENT, FINOP AND CONTROLLER4168279
LUEBBERS, KEVIN JAMESSENIOR VICE PRESIDENT, NATIONAL SALES MANAGER4399095
LUPTON, RYAN DAVIDCHIEF COMPLIANCE OFFICER4822827
MASUCCI, GREGORY RSVP, STRATEGIC RELATIONSHIPS2659967
REED, ALISON RUSSINTERIM HEAD OF DISTRIBUTION3241221

Disclosures

Arbitration2

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

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178Franklin, TN 37067

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