Matthew R. Mandich
Professional summary
Matthew Robert Mandich, CFP®, who also goes by Matthew Mandich, is a registered financial professional currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Franklin, Tennessee.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Robert Mandich's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2023 - Present
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Office #1: 300 Innovation Dr, Franklin, TN 37067February 16, 2022 - October 17, 2023
SAMMONS FINANCIAL NETWORK, LLC
September 25, 2015 - June 16, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/18/2023)
Exams
FINRA
Current Firm
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
CRD#: 40178 / SEC#: , 8-48984
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JACKSON NATIONAL LIFE INSURANCE COMPANY | OWNER | |
| ASHIOTOU, MARINA | DIRECTOR | 8157690 |
| BINIORIS, SAVVAS PANAGIOTIS | DIRECTOR | 6314984 |
| CHILDS, GARETT JAMES | DIRECTOR | 6288054 |
| CRANMORE, HILARY RAE | DIRECTOR | 4880665 |
| GOLSON, ASHLEY SUZETTE | SVP, NATIONAL SALES DESK | 5461231 |
| KAISER, HEIDI LYNN | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | 3001204 |
| LOWRY, KRISTINE MARIE | VICE PRESIDENT, FINOP AND CONTROLLER | 4168279 |
| LUEBBERS, KEVIN JAMES | SENIOR VICE PRESIDENT, NATIONAL SALES MANAGER | 4399095 |
| LUPTON, RYAN DAVID | CHIEF COMPLIANCE OFFICER | 4822827 |
| MASUCCI, GREGORY R | SVP, STRATEGIC RELATIONSHIPS | 2659967 |
| REED, ALISON RUSS | INTERIM HEAD OF DISTRIBUTION | 3241221 |
Disclosures
| Arbitration | 2 |
Red Flags
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