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JR

Jackson L. Randall

FUNDS DISTRIBUTOR
BOSTON, MA 02109
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CRD#: 7408278
JR

Professional summary


Jackson Levi Randall, who also goes by Jack Randall, Jackson Randall, is a registered financial professional currently at FUNDS DISTRIBUTOR, LLC located in Boston, Massachusetts.

Jackson is registered as a RR (Registered Representative) and started their career in finance in 2022. Jackson has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Randall | Jackson Randall

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 Jackson Levi Randall'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

May 27, 2025 - Present

FUNDS DISTRIBUTOR, LLC

Office #1: 53 State Street 33rd Floor, Boston, MA 02109
BD
CRD#: 7174
BOSTON, MA
Past

February 27, 2023 - May 16, 2025

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
Boston, MA
Past

September 12, 2022 - May 16, 2025

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

February 25, 2022 - August 8, 2022

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

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
Alabama
(5/27/2025)
RR
Alaska
(5/27/2025)
RR
Arizona
(5/27/2025)
RR
Arkansas
(5/27/2025)
RR
California
(5/27/2025)
RR
Colorado
(5/27/2025)
RR
Connecticut
(5/27/2025)
RR
Delaware
(5/27/2025)
RR
District of Columbia
(5/27/2025)
RR
Florida
(5/27/2025)
RR
Georgia
(5/27/2025)
RR
Hawaii
(5/27/2025)
RR
Idaho
(5/27/2025)
RR
Illinois
(5/27/2025)
RR
Indiana
(5/27/2025)
RR
Iowa
(5/27/2025)
RR
Kansas
(5/27/2025)
RR
Kentucky
(5/27/2025)
RR
Louisiana
(5/27/2025)
RR
Maine
(5/27/2025)
RR
Maryland
(5/27/2025)
RR
Massachusetts
(5/27/2025)
RR
Michigan
(5/27/2025)
RR
Minnesota
(5/27/2025)
RR
Mississippi
(5/27/2025)
RR
Missouri
(5/27/2025)
RR
Montana
(5/27/2025)
RR
Nebraska
(5/27/2025)
RR
Nevada
(5/27/2025)
RR
New Hampshire
(5/27/2025)
RR
New Jersey
(5/27/2025)
RR
New Mexico
(5/27/2025)
RR
New York
(5/27/2025)
RR
North Carolina
(5/27/2025)
RR
North Dakota
(5/27/2025)
RR
Ohio
(5/27/2025)
RR
Oklahoma
(5/27/2025)
RR
Oregon
(5/27/2025)
RR
Pennsylvania
(5/27/2025)
RR
Rhode Island
(5/27/2025)
RR
South Carolina
(5/27/2025)
RR
South Dakota
(5/27/2025)
RR
Tennessee
(6/2/2025)
RR
Texas
(5/27/2025)
RR
Utah
(5/27/2025)
RR
Vermont
(5/27/2025)
RR
Virginia
(5/27/2025)
RR
Washington
(5/27/2025)
RR
West Virginia
(5/27/2025)
RR
Wisconsin
(5/27/2025)
RR
Wyoming
(5/27/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/13/2023
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/25/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FD
FUNDS DISTRIBUTOR, LLC
FUNDS DISTRIBUTOR, INC. | THE BOSTON COMPANY CAPITAL GROUP, INC. | TBC FUNDS DISTRIBUTOR, INC. | FUNDS DISTRIBUTOR, LLC

CRD#: 7174 / SEC#: , 8-20518

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


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/01/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# 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#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

Disclosures


Regulatory Event2

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


FUNDS DISTRIBUTOR, LLC

CRD#: 7174Boston, MA 02109

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