Almus C. Jackson

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CRD#: 6868067

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Almus C Jackson, who also goes by Almus C Jackson, Al Jackson, Almus Jackson, was a registered financial professional .

Almus is a previously registered financial professional and started their career in finance in 2020. Almus had worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Almus C Jackson | Al Jackson | Almus Jackson

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 15, 2023 - October 13, 2023

VALLEY NATIONAL ADVISERS INC

RIA

CRD#: 110788

BETHLEHEM, PA

Past

June 14, 2023 - October 13, 2023

VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715

BETHLEHEM, PA

Past

March 25, 2022 - June 6, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

EASTON, PA

Past

March 11, 2022 - June 5, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

August 6, 2021 - January 13, 2022

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

CHALFONT, PA

Past

August 4, 2020 - January 13, 2022

PRUCO SECURITIES, LLC.

CRD#: 5685

CHALFONT, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALLEY NATIONAL ADVISERS INC

VALLEY NATIONAL ADVISERS INC | VALLEY NATIONAL FINANCIAL ADVISORS

CRD#: 110788 / SEC#: 801-25126

RIA

Registered Investment Advisory firm - (8/30/1985 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/4/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/4/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/7/2019

Securities Industry Essentials Examination

Current Firm

VALLEY NATIONAL ADVISERS INC

VALLEY NATIONAL ADVISERS INC | VALLEY NATIONAL FINANCIAL ADVISORS

CRD#: 110788 / SEC#: 801-25126

RIA

Registered Investment Advisory firm - (8/30/1985 Approved)

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Contact information

Main Address

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017

Mailing Address

Phone number

(610) 868-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A. (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,984
AUM (Assets Under Management)	$ 1,131,857,422

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.

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Advisor Monitoring

Firm Stability Insights

Almus C. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VALLEY NATIONAL INVESTMENTS, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

VALLEY NATIONAL ADVISERS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2021

Series 63

Date: 9/4/2020

Series 7TO

Date: 8/4/2020

SIE

Date: 11/7/2019

Current Firm

VALLEY NATIONAL ADVISERS INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALLEY NATIONAL ADVISERS INC

TRUST BUT VERIFY

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