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JA

Jackson P. Allison

EATON VANCE DISTRIBUTORS
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 7398009
JA

Professional summary

Jackson P Allison, who also goes by Jackson P Allison, Jackson Porter Allison, Jackson Allison, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.

Jackson is registered as a RR (Registered Representative) and started their career in finance in 2023. Jackson has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jackson P Allison | Jackson Porter Allison | Jackson Allison

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.
SMEAD CAPITAL MANAGEMENT, Yes, investment related; 2502 E. Camelback Rd, Suite 210 Phoenix, AZ 85016 , Registered Investment Advisor/Investment; Title ; Start Date: June 26, 2023; more than 160 hours per month; more than 160 hours during securities trading hours; Provide guidance and educational information on products to financial advisors.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jackson P Allison'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®
None

Experience

Current

June 13, 2024 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: 1 Post Office Square, Boston, MA 02109
BD
CRD#: 37731
BOSTON, MA
Past

August 16, 2023 - April 15, 2024

SMEAD CAPITAL MANAGEMENT, INC.

RIA
CRD#: 143567
Jersey City, NJ
Past

July 31, 2023 - April 16, 2024

DISTRIBUTION SERVICES, LLC

BD
CRD#: 25938
PORTLAND, ME

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
Massachusetts
(6/13/2024)
RR
Texas
(6/13/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/31/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/23/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EV
EATON VANCE DISTRIBUTORS, INC.
EATON VANCE DISTRIBUTORS, INC. | EV DISTRIBUTORS, INC. | EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731 / SEC#: , 8-47939

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

Main Address
One Post Office Square, Boston, MA 02109
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(617) 482-8260
Established
Massachusetts since 07/15/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
FAMIGLIETTI, FRANK JDIRECTOR2702269
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER7463692
LEFEVRE, BENJAMIN WILLIAMTEXAS DESIGNATED PRINCIPAL2261749
LEIMENSTOLL, ANDREW JOHNDIRECTOR4640636
MICHAUD, DAVID ANDREWDIRECTOR2730645
WITKOS, MATTHEW JOSEPHPRESIDENT, CEO, AND DIRECTOR2034689

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

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731Boston, MA 02109

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