Trent S. James
Professional summary
Trent Stark James, who also goes by Jeffrey Drew James, is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska.
Trent is registered as a RR (Registered Representative) and started their career in finance in 2023. Trent has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trent Stark James's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2023 - Present
EVERLAKE DISTRIBUTORS, LLC
Office #1: 115 Canopy Street Suite 401, Lincoln, NE 68508State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/5/2024)
Exams
Series 6TO
Date: 8/1/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
EVERLAKE DISTRIBUTORS, LLC
CRD#: 100460 / SEC#: , 8-52029
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVERLAKE LIFE INSURANCE COMPANY | PARENT OF BROKER/DEALER | |
| FONTANA, ANGELA KAY | MANAGER | 6503740 |
| HARRIGAN, JULIE ANN | TREASURER, CONTROLLER AND FINOP | 7159150 |
| JENESKE, PATRICK JOSEPH | CHIEF COMPLIANCE OFFICER | 4293015 |
| KENNEDY, REBECCA DIANE | PRESIDENT AND MANAGER | 7364296 |
| KIRCHHOFF, THERESE MARIE | AML OFFICER | 4548686 |
| LARGEY, TYLER EARL BAXTER | CHAIRMAN OF THE BOARD AND MANAGER | 7470407 |
Red Flags
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