Jake Markowitz
Professional summary
Jake Markowitz, who also goes by Jake Bryan Markowitz, is a registered financial professional currently at JACKSON NATIONAL LIFE DISTRIBUTORS LLC located in Franklin, Tennessee and LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana.
Jake is registered as a RR (Registered Representative) and started their career in finance in 2018. Jake has worked at 3 firms and has passed the Series 63, Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jake Markowitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 28, 2023 - Present
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Office #1: 300 Innovation Dr, Franklin, TN 37067July 8, 2026 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 1301 S. Harrison, Fort Wayne, IN 46802March 31, 2021 - November 20, 2023
THE LEADERS GROUP, INC.
November 14, 2018 - January 12, 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
(11/28/2023)
Exams
Series 6TO
Date: 11/14/2018
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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