Jackson R. Tiller
NYLIFE SECURITIES LLC | Registered Representative with NYLIFE Securities, LLC
CHARLESTON, SC 29492
CRD#: 7530327
Professional summary
With years of working alongside a Fortune 100 Company, this has given me the ability to specialize in helping young families, business owners, and individuals develop strategies to fulfill their financial goals. I have been grateful enough to have the ability to work with people all over the United States. So, when it comes to building wealth and choosing the correct path to take to make this happen, this is where I can come in to guide you, your business, or your family in the correct direction.
Question & Answer
What makes you the best choice for clients?
By understanding the uniqueness of each client’s financial goals, we work together to create tailored strategies that reach their immediate needs and future objectives, whether related to Life Insurance, Long-Term Care, Investments, or Annuities.
What are your service offerings?
Retirement Planning
Investment Strategies
Education Funding
Business Services
Estate Planning
Do you have an area of expertise or specialization?
401(k) Rollover and Roth IRA
Saving for Retirement
Tax Sensitive Investing
Which demographics do you typically serve?
Gen Y (28-43)
Gen X (44-59)
Ba...
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Jackson Robert Tiller's 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®
NoneExperience
Current
September 25, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: 100 Coastal Dr. Suite 300, Charleston, SC 29492BD
CRD#: 5167
CHARLESTON, SC
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
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Massachusetts(5/20/2024)
RR
North Carolina(5/21/2024)
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South Carolina(4/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/25/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NS
NYLIFE SECURITIES LLC
NEW YORK LIFE SECURITIES CORP. | NYLIFE SECURITIES LLC | NYLIFE SECURITIES INC. | NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
CRD#: 5167 / SEC#: , 8-15517
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
51 Madison Ave. Room 713, New York, NY 10010
Mailing Address
51 Madison Avenue Room 713, New York, NY 10010
Phone number
(212) 576-7000
Established
Delaware since 01/01/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NYLIFE LLC. | SHAREHOLDER | |
| BAGTAS, ANGELA CHEN | ELECTED MANAGER | 8172856 |
| BOCCIO, JOHN MICHAEL | CHIEF EXECUTIVE OFFICER AND PRESIDENT | 4600977 |
| DUARTE, DEBORAH LYNN | ELECTED MANAGER | 6090278 |
| ENGELBRECHTSEN, TOM DAHL | CORPORATE VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER | 2908809 |
| FEINBERG, AMARYA NMN | ELECTED MANAGER | 8162482 |
| GARDNER, ROBERT MICHAEL | ELECTED MANAGER | 6160318 |
| HUANG, DYLAN WEI | ELECTED MANAGER AND CHAIRMAN | 6233208 |
| LOFTUS, PATRICIA ELIZABETH | CORPORATE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 2156131 |
| SCHWARTZ, RACHEL SABRINA | VICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL | 8170474 |
| TILLOTSON, SANDRA G | ELECTED MANAGER | 7617600 |
| ZAMAN, NABEED | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 6410914 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 7 |
Red Flags
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Company Information
NYLIFE SECURITIES LLC
Registered Representative with NYLIFE Securities, LLCCRD#: 5167Charleston, SC 29492TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
